Jones Financial Companies
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Jones Financial Companies’s Clearwater Analytics CWAN Stock Holding History

Jones Financial Companies’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.3K Sell
696
-4
-0.6% -$88 ﹤0.01% 2711
2025
Q1 		$18.6K Buy
700
+97
+16% +$2.57K ﹤0.01% 2468
2024
Q4 		$16.6K Buy
+603
New +$16.6K ﹤0.01% 2329