KLR Investment Advisors’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $258K | Sell |
15,642
-1,297
| -8% | -$21.4K | 0.19% | 155 |
|
|
2023
Q4 | $339K | Buy |
16,939
+801
| +5% | +$16K | 0.25% | 125 |
|
|
2023
Q3 | $258K | Sell |
16,138
-511
| -3% | -$8.16K | 0.23% | 146 |
|
|
2023
Q2 | $264K | Sell |
16,649
-352
| -2% | -$5.59K | 0.22% | 153 |
|
|
2023
Q1 | $271K | Sell |
17,001
-871
| -5% | -$13.9K | 0.24% | 143 |
|
|
2022
Q4 | $335K | Buy |
+17,872
| New | +$335K | 0.28% | 122 |
|