Raymond James Trust’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$288K Sell
2024
Q2
$214K Sell
2024
Q1
$207K Buy
2023
Q4
$226K Buy
2023
Q3
$210K Sell
2023
Q2
$174K Buy
2023
Q1
$172K Buy