Rothschild Investment LLC’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	$7.24K	Buy	330 +50	+18%	+$1.1K	﹤0.01%	1343
2025 Q1	$7.5K	Buy	280 +105	+60%	+$2.81K	﹤0.01%	1269
2024 Q4	$4.82K	Buy	175 +30	+21%	+$826	﹤0.01%	1355
2024 Q3	$3.66K	Buy	145 +125	+625%	+$3.16K	﹤0.01%	1412
2024 Q2	$370	Buy	+20	New	+$370	﹤0.01%	2193