BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $837 | Hold |
11
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $903 | Hold |
11
| – | – | ﹤0.01% | 914 |
|
|
2022
Q4 | $688 | Buy |
+11
| New | +$688 | ﹤0.01% | 918 |
|
|
2022
Q1 | – | Sell |
-19
| Closed | -$2K | – | 1036 |
|
|
2021
Q4 | $2K | Buy |
19
+14
| +280% | +$1.47K | ﹤0.01% | 915 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 965 |
|
|
2021
Q2 | $1K | Sell |
5
-3
| -38% | -$600 | ﹤0.01% | 913 |
|
|
2021
Q1 | $1K | Sell |
8
-9
| -53% | -$1.13K | ﹤0.01% | 858 |
|
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 777 |
|
|
2020
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $2K | Buy |
17
+4
| +31% | +$471 | ﹤0.01% | 748 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 825 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 849 |
|