MCF 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 | $7.65K | Sell |
349
-211
| -38% | -$4.63K | ﹤0.01% | 693 |
|
|
2025
Q1 | $15K | Buy |
560
+315
| +129% | +$8.44K | ﹤0.01% | 597 |
|
|
2024
Q4 | $6.74K | Hold |
245
| – | – | ﹤0.01% | 727 |
|
|
2024
Q3 | $6.19K | Sell |
245
-62
| -20% | -$1.57K | ﹤0.01% | 716 |
|
|
2024
Q2 | $5.69K | Buy |
307
+54
| +21% | +$1K | ﹤0.01% | 717 |
|
|
2024
Q1 | $4.48K | Hold |
253
| – | – | ﹤0.01% | 736 |
|
|
2023
Q4 | $5.07K | Buy |
+253
| New | +$5.07K | ﹤0.01% | 677 |
|