J.P. Morgan Private Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $575K | Sell |
29,727
-4,881
| -14% | -$94.4K | ﹤0.01% | 1190 |
|
|
2023
Q2 | $549K | Sell |
34,608
-14,770
| -30% | -$234K | ﹤0.01% | 992 |
|
|
2023
Q1 | $788K | Sell |
49,378
-2,750
| -5% | -$43.9K | ﹤0.01% | 1278 |
|
|
2022
Q4 | $977K | Buy |
52,128
+7,897
| +18% | +$148K | ﹤0.01% | 1158 |
|
|
2022
Q3 | $743K | Sell |
44,231
-538
| -1% | -$9.04K | ﹤0.01% | 1284 |
|
|
2022
Q2 | $539K | Buy |
44,769
+14,615
| +48% | +$176K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $633K | Buy |
+30,154
| New | +$633K | ﹤0.01% | 1424 |
|