Concord Wealth Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,092
| Closed | -$98.3K | – | 906 |
|
|
2023
Q3 | $98.3K | Buy |
+1,092
| New | +$98.3K | 0.02% | 284 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$6.26K | – | 1100 |
|
|
2022
Q4 | $6.26K | Buy |
+100
| New | +$6.26K | ﹤0.01% | 713 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$7K | – | 554 |
|
|
2022
Q2 | $7K | Buy |
100
+65
| +186% | +$4.55K | ﹤0.01% | 751 |
|
|
2022
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 1014 |
|