CM Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,150	Closed	-$251K	–	113
2024 Q1	$251K	Buy	+2,150	New	+$251K	0.07%	152
2023 Q2	–	Sell	-28,420	Closed	-$2.13M	–	273
2023 Q1	$2.13M	Buy	+28,420	New	+$2.13M	0.41%	47