Salem Investment Counselors’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-36,650
Closed -$585K 1164
2023
Q1
$585K Buy
36,650
+12,600
+52% +$201K 0.02% 228
2022
Q4
$451K Buy
24,050
+550
+2% +$10.3K 0.02% 249
2022
Q3
$395K Buy
23,500
+6,000
+34% +$101K 0.02% 250
2022
Q2
$211K Buy
+17,500
New +$211K 0.01% 314