JP Morgan Private Wealth Advisors’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$575K Sell
2023
Q2
$549K Sell
2023
Q1
$788K Sell
2022
Q4
$977K Buy
2022
Q3
$743K Sell
2022
Q2
$539K Buy
2022
Q1
$633K Buy