Charter Oak Capital Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-550
| Closed | -$39K | – | 447 |
|
|
2022
Q2 | $39K | Hold |
550
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $52K | Hold |
550
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $62K | Hold |
550
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $65K | Hold |
550
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $62K | Sell |
550
-100
| -15% | -$11.3K | 0.01% | 299 |
|
|
2021
Q1 | $66K | Hold |
650
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $84K | Buy |
+650
| New | +$84K | 0.01% | 244 |
|