CSWM
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Cassady Schiller Wealth Management’s Guidewire Software GWRE Stock Holding History

Cassady Schiller Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4
Closed -$328 – 478
2023
Q1 		$328 Buy
+4
New +$328 ﹤0.01% 440