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Clearw.a.hld. shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Clearw.a.hld.

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All positions including Clearw.a.hld. held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 74k 17.18
2023-12-31 $1.3M 65k 20.03
2023-09-30 $704k 36k 19.34
2023-06-30 $617k 39k 15.87
2023-03-31 $622k 39k 15.96
2022-12-31 $661k 35k 18.75
2022-09-30 $648k 39k 16.79
2022-06-30 $430k 36k 12.03
2022-03-31 $534k 25k 21.00
2021-12-31 $580k 25k 22.99