Beacon Pointe Advisors’s Guidewire Software GWRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,196
| Closed | -$303K | – | 1233 |
|
2024
Q2 | $303K | Sell |
2,196
-199
| -8% | -$27.4K | ﹤0.01% | 1032 |
|
2024
Q1 | $280K | Sell |
2,395
-20
| -0.8% | -$2.33K | ﹤0.01% | 1122 |
|
2023
Q4 | $263K | Buy |
2,415
+18
| +0.8% | +$1.96K | ﹤0.01% | 1100 |
|
2023
Q3 | $216K | Buy |
+2,397
| New | +$216K | ﹤0.01% | 1188 |
|
2022
Q2 | – | Sell |
-10,314
| Closed | -$976K | – | 1119 |
|
2022
Q1 | $976K | Buy |
10,314
+7,465
| +262% | +$706K | 0.01% | 628 |
|
2021
Q4 | $323K | Buy |
+2,849
| New | +$323K | 0.01% | 702 |
|
2021
Q3 | – | Sell |
-3,134
| Closed | -$353K | – | 928 |
|
2021
Q2 | $353K | Buy |
+3,134
| New | +$353K | 0.01% | 610 |
|