Iron Horse 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
$3.27K Hold
149
﹤0.01% 423
2025
Q1
$3.99K Hold
149
﹤0.01% 392
2024
Q4
$4.1K Hold
149
﹤0.01% 323
2024
Q3
$3.76K Hold
149
﹤0.01% 325
2024
Q2
$2.76K Hold
149
﹤0.01% 331
2024
Q1
$2.64K Hold
149
﹤0.01% 316
2023
Q4
$2.98K Hold
149
﹤0.01% 317
2023
Q3
$2.88K Buy
+149
New +$2.88K ﹤0.01% 321