Private Wealth Management Group’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 | $3.14K | Hold |
143
| – | – | ﹤0.01% | 943 |
|
|
2025
Q1 | $3.83K | Hold |
143
| – | – | ﹤0.01% | 822 |
|
|
2024
Q4 | $3.94K | Hold |
143
| – | – | ﹤0.01% | 840 |
|
|
2024
Q3 | $3.61K | Hold |
143
| – | – | ﹤0.01% | 856 |
|
|
2024
Q2 | $2.65K | Buy |
143
+81
| +131% | +$1.5K | ﹤0.01% | 953 |
|
|
2024
Q1 | $1.1K | Buy |
+62
| New | +$1.1K | ﹤0.01% | 1231 |
|