Financial Network Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Buy
50
+11
+28% +$241 ﹤0.01% 757
2025
Q1
$1.05K Buy
+39
New +$1.05K ﹤0.01% 700
2024
Q4
Sell
-138
Closed -$3.49K 569
2024
Q3
$3.49K Sell
138
-155
-53% -$3.91K ﹤0.01% 565
2024
Q2
$6.13K Buy
+293
New +$6.13K ﹤0.01% 560