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EverSource Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

EverSource Wealth Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.85K Sell
130
-30
-19% -$658 ﹤0.01% 3364
2025
Q1 		$4.29K Buy
160
+92
+135% +$2.47K ﹤0.01% 2567
2024
Q4 		$1.87K Buy
68
+47
+224% +$1.29K ﹤0.01% 2738
2024
Q3 		$530 Buy
+21
New +$530 ﹤0.01% 2867