Adirondack Retirement Specialists’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$4.15M Sell
46,120
-3,279
-7% -$295K 3.23% 10
2023
Q2
$3.76M Sell
49,399
-783
-2% -$59.6K 2.95% 11
2023
Q1
$4.08M Sell
50,182
-23,995
-32% -$1.95M 3.4% 10
2022
Q4
$4.64M Sell
74,177
-3,914
-5% -$245K 5.23% 7
2022
Q3
$4.81M Sell
78,091
-487
-0.6% -$30K 4.64% 9
2022
Q2
$5.47M Buy
78,578
+5,773
+8% +$402K 5.58% 8
2022
Q1
$7.55M Sell
72,805
-6,531
-8% -$677K 6.75% 7
2021
Q4
$9.01M Sell
79,336
-708
-0.9% -$80.4K 7.85% 7
2021
Q3
$9.52M Sell
80,044
-9,906
-11% -$1.18M 8.81% 7
2021
Q2
$11.2M Buy
89,950
+290
+0.3% +$35.9K 10.56% 6
2021
Q1
$10M Sell
89,660
-8,933
-9% -$999K 10.27% 3
2020
Q4
$12.7M Buy
+98,593
New +$12.7M 11.15% 3