Gen-Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,700	Closed	-$74.3K	–	634
2024 Q4	$74.3K	Hold	2,700	–	–	0.03%	324
2024 Q3	$72.6K	Buy	+2,700	New	+$72.6K	0.03%	344