Hillsdale Investment Management’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 | $4.19M | Buy |
190,950
+41,800
| +28% | +$917K | 0.15% | 194 |
|
|
2025
Q1 | $4M | Buy |
+149,150
| New | +$4M | 0.2% | 110 |
|
|
2024
Q3 | – | Sell |
-800
| Closed | -$14.8K | – | 621 |
|
|
2024
Q2 | $14.8K | Sell |
800
-27,500
| -97% | -$509K | ﹤0.01% | 469 |
|
|
2024
Q1 | $501K | Sell |
28,300
-400
| -1% | -$7.08K | 0.04% | 322 |
|
|
2023
Q4 | $575K | Buy |
+28,700
| New | +$575K | 0.05% | 260 |
|