Sandia Investment Management’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 | – | Sell |
-10,000
| Closed | -$268K | – | 110 |
|
|
2025
Q1 | $268K | Sell |
10,000
-15,000
| -60% | -$402K | 0.78% | 42 |
|
|
2024
Q4 | $688K | Buy |
+25,000
| New | +$688K | 1.3% | 20 |
|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$100K | – | 114 |
|
|
2023
Q4 | $100K | Sell |
5,000
-18,655
| -79% | -$374K | 0.07% | 105 |
|
|
2023
Q3 | $457K | Buy |
+23,655
| New | +$457K | 0.12% | 89 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$160K | – | 187 |
|
|
2023
Q1 | $160K | Buy |
+10,000
| New | +$160K | 0.03% | 137 |
|