Steward Partners Investment Advisory’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 | $363K | Sell |
16,571
-22
| -0.1% | -$482 | ﹤0.01% | 1454 |
|
|
2025
Q1 | $445K | Sell |
16,593
-442
| -3% | -$11.8K | ﹤0.01% | 1271 |
|
|
2024
Q4 | $469K | Buy |
17,035
+502
| +3% | +$13.8K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $417K | Sell |
16,533
-376
| -2% | -$9.49K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $313K | Hold |
16,909
| – | – | ﹤0.01% | 1260 |
|
|
2024
Q1 | $299K | Sell |
16,909
-2,889
| -15% | -$51.1K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $397K | Buy |
19,798
+7,857
| +66% | +$157K | 0.01% | 1099 |
|
|
2023
Q3 | $231K | Buy |
11,941
+1,680
| +16% | +$32.5K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $163K | Buy |
10,261
+123
| +1% | +$1.95K | ﹤0.01% | 1372 |
|
|
2023
Q1 | $162K | Buy |
10,138
+3,584
| +55% | +$57.2K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $123K | Buy |
6,554
+3,810
| +139% | +$71.4K | ﹤0.01% | 1463 |
|
|
2022
Q3 | $46K | Hold |
2,744
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q2 | $33K | Hold |
2,744
| – | – | ﹤0.01% | 1988 |
|
|
2022
Q1 | $58K | Buy |
2,744
+300
| +12% | +$6.34K | ﹤0.01% | 1839 |
|
|
2021
Q4 | $56K | Buy |
+2,444
| New | +$56K | ﹤0.01% | 1853 |
|