Alta Wealth Advisors’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,806
| Closed | -$205K | – | 151 |
|
|
2021
Q4 | $205K | Sell |
1,806
-57
| -3% | -$6.47K | 0.13% | 139 |
|
|
2021
Q3 | $221K | Sell |
1,863
-1,092
| -37% | -$130K | 0.16% | 137 |
|
|
2021
Q2 | $333K | Hold |
2,955
| – | – | 0.24% | 117 |
|
|
2021
Q1 | $300K | Sell |
2,955
-150
| -5% | -$15.2K | 0.25% | 117 |
|
|
2020
Q4 | $400K | Buy |
+3,105
| New | +$400K | 0.34% | 96 |
|