Nisa Investment 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 | $94K | Buy |
4,288
+1,151
| +37% | +$25.2K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $84.1K | Buy |
3,137
+9
| +0.3% | +$241 | ﹤0.01% | 1444 |
|
|
2024
Q4 | $86.1K | Buy |
3,128
+1,987
| +174% | +$54.7K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $28.8K | Sell |
1,141
-144
| -11% | -$3.64K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $23.8K | Buy |
+1,285
| New | +$23.8K | ﹤0.01% | 1886 |
|