Parkside Financial Bank & Trust’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	$196K	Buy	8,955 +8,187	+1,066%	+$180K	0.02%	430
2025 Q1	$20.6K	Sell	768 -182	-19%	-$4.88K	﹤0.01%	1136
2024 Q4	$26.1K	Buy	950 +270	+40%	+$7.43K	﹤0.01%	1002
2024 Q3	$17.2K	Buy	680 +308	+83%	+$7.78K	﹤0.01%	1094
2024 Q2	$6.89K	Buy	+372	New	+$6.89K	﹤0.01%	1283