Lindbrook Capital’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.04K | Buy |
188
+66
| +54% | +$1.77K | ﹤0.01% | 1947 |
|
|
2024
Q4 | $3.36K | Hold |
122
| – | – | ﹤0.01% | 2134 |
|
|
2024
Q3 | $3.08K | Sell |
122
-55
| -31% | -$1.39K | ﹤0.01% | 2207 |
|
|
2024
Q2 | $3.28K | Buy |
+177
| New | +$3.28K | ﹤0.01% | 2179 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$244 | – | 2811 |
|
|
2022
Q4 | $244 | Buy |
+13
| New | +$244 | ﹤0.01% | 2703 |
|