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Charter Oak Capital Management’s Guidewire Software GWRE Stock Holding History

Charter Oak Capital Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-550
Closed -$39K – 446
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% -$10.4K 0.01% 299
2021
Q1 		$66K Hold
650
– – 0.01% 283
2020
Q4 		$84K Buy
+650
New +$74.2K 0.01% 244

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