Sheets Smith Wealth 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 Q1	–	Sell	-21,145	Closed	-$582K	–	363
2024 Q4	$582K	Buy	21,145 +288	+1%	+$7.93K	0.07%	237
2024 Q3	$527K	Hold	20,857	–	–	0.06%	245
2024 Q2	$386K	Buy	+20,857	New	+$386K	0.05%	282