Lindenwold Advisors’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,080
| Closed | -$217K | – | 113 |
|
|
2025
Q1 | $217K | Sell |
8,080
-1,415
| -15% | -$37.9K | 0.12% | 98 |
|
|
2024
Q4 | $261K | Buy |
9,495
+35
| +0.4% | +$963 | 0.14% | 102 |
|
|
2024
Q3 | $239K | Buy |
+9,460
| New | +$239K | 0.12% | 108 |
|
|
2023
Q2 | – | Sell |
-10,100
| Closed | -$161K | – | 115 |
|
|
2023
Q1 | $161K | Buy |
+10,100
| New | +$161K | 0.1% | 112 |
|