FinTrust Capital Advisors’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-207
| Closed | -$3.88K | – | 1239 |
|
|
2023
Q2 | $3.88K | Hold |
207
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $3.88K | Hold |
207
| – | – | ﹤0.01% | 897 |
|
|
2022
Q4 | $3.88K | Sell |
207
-490
| -70% | -$9.19K | ﹤0.01% | 899 |
|
|
2022
Q3 | $11K | Buy |
697
+23
| +3% | +$363 | ﹤0.01% | 843 |
|
|
2022
Q2 | $9K | Buy |
674
+410
| +155% | +$5.48K | ﹤0.01% | 903 |
|
|
2022
Q1 | $6K | Buy |
+264
| New | +$6K | ﹤0.01% | 1030 |
|