Steward Partners Investment Advisory’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5K | Sell |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $123K | Buy |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $58K | Buy |
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|
2021
Q4 | $56K | Buy |
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