NewEdge Wealth’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.07M | Sell |
|
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|
2024
Q3 | $2.18M | Buy |
|
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|
2024
Q2 | $1.36M | Buy |
|
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|
2024
Q1 | $1.26M | Buy |
|
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|
2023
Q4 | $1.31M | Buy |
|
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|
2023
Q3 | $704K | Sell |
|
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|
2023
Q2 | $617K | Sell |
|
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|
2023
Q1 | $622K | Buy |
|
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|
2022
Q4 | $661K | Sell |
|
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $430K | Buy |
|
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $580K | Buy |
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