TD Asset Management’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,460
| Closed | -$590K | – | 1438 |
|
|
2022
Q4 | $590K | Hold |
31,460
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q3 | $535K | Hold |
31,460
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q2 | $379K | Sell |
31,460
-1,628
| -5% | -$19.6K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $695K | Sell |
33,088
-11,274
| -25% | -$237K | ﹤0.01% | 1297 |
|
|
2021
Q4 | $1.02M | Buy |
44,362
+23,431
| +112% | +$538K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $536K | Buy |
+20,931
| New | +$536K | ﹤0.01% | 1374 |
|