TFC Financial Management’s Clearwater Analytics CWAN Stock Holding History

TFC Financial Management’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$7.11K	Hold
2025 Q1	$8.68K	Hold
2024 Q4	$8.92K	Buy
2024 Q3	$5.68K	Buy
2024 Q2	$2.22K	Hold
2024 Q1	$2.12K	Hold
2023 Q4	$2.4K	Buy