B. Riley 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 |
-4,758
| Closed | -$541K | – | 1441 |
|
|
2021
Q4 | $541K | Buy |
4,758
+1,134
| +31% | +$129K | 0.02% | 763 |
|
|
2021
Q3 | $431K | Buy |
+3,624
| New | +$431K | 0.01% | 852 |
|
|
2021
Q1 | – | Sell |
-2,955
| Closed | -$381K | – | 1378 |
|
|
2020
Q4 | $381K | Sell |
2,955
-718
| -20% | -$92.6K | 0.02% | 630 |
|
|
2020
Q3 | $383K | Sell |
3,673
-105
| -3% | -$10.9K | 0.02% | 632 |
|
|
2020
Q2 | $419K | Sell |
3,778
-467
| -11% | -$51.8K | 0.03% | 514 |
|
|
2020
Q1 | $337K | Sell |
4,245
-456
| -10% | -$36.2K | 0.03% | 506 |
|
|
2019
Q4 | $517K | Buy |
4,701
+362
| +8% | +$39.8K | 0.04% | 425 |
|
|
2019
Q3 | $458K | Buy |
+4,339
| New | +$458K | 0.05% | 435 |
|
|
2015
Q1 | – | Sell |
-316
| Closed | -$16 | – | 1153 |
|
|
2014
Q4 | $16 | Buy |
+316
| New | +$16 | ﹤0.01% | 2648 |
|