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