IFP 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 | $35.7K | Buy |
1,588
+133
| +9% | +$2.99K | ﹤0.01% | 2222 |
|
|
2025
Q1 | $39.3K | Hold |
1,455
| – | – | ﹤0.01% | 2004 |
|
|
2024
Q4 | $40.3K | Sell |
1,455
-5
| -0.3% | -$139 | ﹤0.01% | 1928 |
|
|
2024
Q3 | $36.9K | Buy |
+1,460
| New | +$36.9K | ﹤0.01% | 1866 |
|
|
2022
Q4 | – | Sell |
-825
| Closed | -$21K | – | 4649 |
|
|
2022
Q3 | $21K | Hold |
825
| – | – | ﹤0.01% | 3028 |
|
|
2022
Q2 | $21K | Hold |
825
| – | – | ﹤0.01% | 2790 |
|
|
2022
Q1 | $21K | Buy |
+825
| New | +$21K | ﹤0.01% | 2790 |
|