Raymond James Trust’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $288K | Sell |
11,406
-166
| -1% | -$4.19K | 0.01% | 1061 |
|
|
2024
Q2 | $214K | Sell |
11,572
-135
| -1% | -$2.5K | 0.01% | 1159 |
|
|
2024
Q1 | $207K | Buy |
11,707
+430
| +4% | +$7.61K | 0.01% | 1177 |
|
|
2023
Q4 | $226K | Buy |
11,277
+409
| +4% | +$8.19K | 0.01% | 1083 |
|
|
2023
Q3 | $210K | Sell |
10,868
-80
| -0.7% | -$1.55K | 0.01% | 1061 |
|
|
2023
Q2 | $174K | Buy |
10,948
+173
| +2% | +$2.75K | 0.01% | 1130 |
|
|
2023
Q1 | $172K | Buy |
+10,775
| New | +$172K | 0.01% | 1089 |
|