NBC Securities’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 | $65K | Sell |
2,996
-15,310
| -84% | -$332K | 0.01% | 1216 |
|
|
2025
Q1 | $490K | Buy |
18,306
+18,288
| +101,600% | +$490K | 0.04% | 460 |
|
|
2024
Q4 | $510 | Sell |
18
-25,073
| -100% | -$710K | 0.05% | 442 |
|
|
2024
Q3 | $633K | Sell |
25,091
-9,153
| -27% | -$231K | 0.05% | 384 |
|
|
2024
Q2 | $634K | Sell |
34,244
-821
| -2% | -$15.2K | 0.06% | 356 |
|
|
2024
Q1 | $621K | Buy |
35,065
+12,146
| +53% | +$215K | 0.06% | 371 |
|
|
2023
Q4 | $459K | Sell |
22,919
-520
| -2% | -$10.4K | 0.05% | 447 |
|
|
2023
Q3 | $453K | Buy |
+23,439
| New | +$453K | 0.05% | 413 |
|