TPCW
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TD Private Client Wealth’s Clearwater Analytics CWAN Stock Holding History

TD Private Client Wealth’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133
Closed -$3.56K – 1441
2025
Q1 		$3.56K Buy
+133
New +$3.56K ﹤0.01% 1124