Baker Tilly Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,885
| Closed | -$239K | – | 550 |
|
|
2022
Q3 | $239K | Sell |
3,885
-1,963
| -34% | -$121K | 0.03% | 443 |
|
|
2022
Q2 | $415K | Buy |
5,848
+187
| +3% | +$13.3K | 0.05% | 353 |
|
|
2022
Q1 | $536K | Buy |
5,661
+1,087
| +24% | +$103K | 0.06% | 331 |
|
|
2021
Q4 | $519K | Buy |
4,574
+1,099
| +32% | +$125K | 0.06% | 339 |
|
|
2021
Q3 | $413K | Buy |
3,475
+610
| +21% | +$72.5K | 0.05% | 359 |
|
|
2021
Q2 | $323K | Buy |
2,865
+502
| +21% | +$56.6K | 0.05% | 380 |
|
|
2021
Q1 | $240K | Buy |
+2,363
| New | +$240K | 0.05% | 416 |
|