IHT Wealth 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 | $241K | Sell |
10,971
-5
| -0% | -$110 | 0.01% | 996 |
|
|
2025
Q1 | $294K | Buy |
10,976
+5
| +0% | +$134 | 0.01% | 866 |
|
|
2024
Q4 | $302K | Sell |
10,971
-445
| -4% | -$12.2K | 0.01% | 852 |
|
|
2024
Q3 | $288K | Buy |
11,416
+598
| +6% | +$15.1K | 0.01% | 924 |
|
|
2024
Q2 | $200K | Hold |
10,818
| – | – | 0.01% | 961 |
|
|
2024
Q1 | $191K | Buy |
+10,818
| New | +$191K | 0.01% | 954 |
|