Beacon Financial Group’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 |
-5,458
| Closed | -$342K | – | 233 |
|
2022
Q3 | $342K | Buy |
5,458
+65
| +1% | +$4.07K | 0.05% | 202 |
|
2022
Q2 | $412K | Sell |
5,393
-125
| -2% | -$9.55K | 0.06% | 193 |
|
2022
Q1 | $531K | Buy |
5,518
+20
| +0.4% | +$1.93K | 0.07% | 190 |
|
2021
Q4 | $623K | Sell |
5,498
-130
| -2% | -$14.7K | 0.08% | 178 |
|
2021
Q3 | $669K | Sell |
5,628
-324
| -5% | -$38.5K | 0.09% | 162 |
|
2021
Q2 | $673K | Buy |
5,952
+838
| +16% | +$94.8K | 0.1% | 158 |
|
2021
Q1 | $650K | Hold |
5,114
| – | – | 0.1% | 150 |
|
2020
Q4 | $650K | Sell |
5,114
-170
| -3% | -$21.6K | 0.1% | 152 |
|
2020
Q3 | $551K | Sell |
5,284
-260
| -5% | -$27.1K | 0.1% | 143 |
|
2020
Q2 | $605K | Buy |
+5,544
| New | +$605K | 0.12% | 135 |
|