HighTower 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 | – | Sell |
-89,014
| Closed | -$2.39M | – | 3609 |
|
|
2025
Q1 | $2.39M | Sell |
89,014
-8,545
| -9% | -$229K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $2.68M | Buy |
97,559
+88,159
| +938% | +$2.43M | ﹤0.01% | 1341 |
|
|
2024
Q3 | $237K | Buy |
+9,400
| New | +$237K | ﹤0.01% | 2991 |
|
|
2024
Q1 | – | Sell |
-14,467
| Closed | -$290K | – | 3352 |
|
|
2023
Q4 | $290K | Buy |
+14,467
| New | +$290K | ﹤0.01% | 2705 |
|