Tradition Wealth Management’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-559
| Closed | -$11K | – | 562 |
|
|
2023
Q4 | $11K | Hold |
559
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $11K | Hold |
559
| – | – | ﹤0.01% | 987 |
|
|
2023
Q2 | $9K | Hold |
559
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q1 | $9K | Hold |
559
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q4 | $10K | Hold |
559
| – | – | ﹤0.01% | 904 |
|
|
2022
Q3 | $9K | Buy |
+559
| New | +$9K | ﹤0.01% | 943 |
|