Parallel Advisors’s Clearwater Analytics CWAN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-100
Closed -$2.68K 3551
2025
Q1
$2.68K Buy
100
+9
+10% +$241 ﹤0.01% 2875
2024
Q4
$2.5K Buy
+91
New +$2.5K ﹤0.01% 2869
2024
Q2
Hold
0
3322
2024
Q1
Sell
-21
Closed -$421 3302
2023
Q4
$421 Hold
21
﹤0.01% 3082
2023
Q3
$406 Hold
21
﹤0.01% 3144
2023
Q2
$333 Buy
21
+15
+250% +$238 ﹤0.01% 3177
2023
Q1
$96 Sell
6
-8
-57% -$128 ﹤0.01% 3334
2022
Q4
$263 Buy
+14
New +$263 ﹤0.01% 3148
2022
Q3
Sell
-60
Closed -$1K 3186
2022
Q2
$1K Buy
+60
New +$1K ﹤0.01% 2716