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 |
|