NewEdge Wealth’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 | $1.31M | Sell |
69,967
-2,463
| -3% | -$46.3K | 0.02% | 469 |
|
|
2025
Q1 | $1.94M | Sell |
72,430
-2,928
| -4% | -$78.5K | 0.04% | 354 |
|
|
2024
Q4 | $2.07M | Sell |
75,358
-10,921
| -13% | -$301K | 0.04% | 346 |
|
|
2024
Q3 | $2.18M | Buy |
86,279
+12,731
| +17% | +$321K | 0.04% | 330 |
|
|
2024
Q2 | $1.36M | Buy |
73,548
+94
| +0.1% | +$1.74K | 0.03% | 374 |
|
|
2024
Q1 | $1.26M | Buy |
73,454
+8,238
| +13% | +$142K | 0.03% | 391 |
|
|
2023
Q4 | $1.31M | Buy |
65,216
+28,838
| +79% | +$578K | 0.03% | 360 |
|
|
2023
Q3 | $704K | Sell |
36,378
-2,505
| -6% | -$48.4K | 0.02% | 412 |
|
|
2023
Q2 | $617K | Sell |
38,883
-113
| -0.3% | -$1.79K | 0.02% | 430 |
|
|
2023
Q1 | $622K | Buy |
38,996
+3,740
| +11% | +$59.7K | 0.02% | 384 |
|
|
2022
Q4 | $661K | Sell |
35,256
-3,340
| -9% | -$62.6K | 0.03% | 331 |
|
|
2022
Q3 | $648K | Buy |
38,596
+2,841
| +8% | +$47.7K | 0.03% | 313 |
|
|
2022
Q2 | $430K | Buy |
35,755
+10,332
| +41% | +$124K | 0.02% | 412 |
|
|
2022
Q1 | $534K | Buy |
25,423
+199
| +0.8% | +$4.18K | 0.02% | 293 |
|
|
2021
Q4 | $580K | Buy |
+25,224
| New | +$580K | 0.02% | 280 |
|