PWG
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Portside Wealth Group’s Clearwater Analytics CWAN Stock Holding History

Portside Wealth Group’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Buy
9,710
+2,035
+27% +$44.6K 0.03% 428
2025
Q1 		$206K Buy
+7,675
New +$206K 0.03% 403