CWM
Cabot Wealth Management’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-35,108
| Closed | -$3.55M | – | 132 |
|
|
2018
Q3 | $3.55M | Buy |
35,108
+19,128
| +120% | +$1.93M | 0.76% | 52 |
|
|
2018
Q2 | $1.42M | Buy |
+15,980
| New | +$1.42M | 0.32% | 74 |
|
|
2014
Q2 | – | Sell |
-55,121
| Closed | -$2.7M | – | 148 |
|
|
2014
Q1 | $2.7M | Sell |
55,121
-907
| -2% | -$44.5K | 0.71% | 64 |
|
|
2013
Q4 | $2.75M | Sell |
56,028
-155
| -0.3% | -$7.61K | 0.72% | 69 |
|
|
2013
Q3 | $2.65M | Sell |
56,183
-1,048
| -2% | -$49.4K | 0.79% | 63 |
|
|
2013
Q2 | $2.41M | Buy |
+57,231
| New | +$2.41M | 0.83% | 48 |
|