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SYSTM Wealth Solutions’s Clearwater Analytics CWAN Stock Holding History

SYSTM Wealth Solutions’s Portfolio CWAN Stock Details CWAN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-681
Closed -$12.6K – 225
2024
Q2 		$12.6K Hold
681
– – ﹤0.01% 443
2024
Q1 		$12K Buy
681
+399
+141% +$7.06K ﹤0.01% 759
2023
Q4 		$5.65K Buy
+282
New +$5.65K ﹤0.01% 878