TFC Financial Management’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 | $7.11K | Hold |
324
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $8.68K | Hold |
324
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $8.92K | Buy |
324
+99
| +44% | +$2.73K | ﹤0.01% | 363 |
|
|
2024
Q3 | $5.68K | Buy |
225
+105
| +88% | +$2.65K | ﹤0.01% | 405 |
|
|
2024
Q2 | $2.22K | Hold |
120
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $2.12K | Hold |
120
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $2.4K | Buy |
+120
| New | +$2.4K | ﹤0.01% | 436 |
|