Rothschild Investment LLC’s Clearwater Analytics CWAN Stock Holding History

Rothschild Investment LLC’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.42K	Sell
2025 Q2	$7.24K	Buy
2025 Q1	$7.5K	Buy
2024 Q4	$4.82K	Buy
2024 Q3	$3.66K	Buy
2024 Q2	$370	Buy