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Kolinsky Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Kolinsky Wealth Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$253K Hold
9,192
– – 0.15% 129
2024
Q3 		$232K Buy
+9,192
New +$232K 0.15% 144