First Trust Advisors’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.04M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $7.36M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $3.79M | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $805K | Buy |
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