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Concord Wealth Partners’s Guidewire Software GWRE Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-1,092
Closed -$98.3K – 902
2023
Q3 		$98.3K Buy
+1,092
New +$91.2K 0.02% 284
2023
Q1 		– Sell
-100
Closed -$6.26K – 1098
2022
Q4 		$6.26K Buy
+100
New +$5.94K ﹤0.01% 713
2022
Q3 		– Sell
-100
Closed -$7K – 554
2022
Q2 		$7K Buy
100
+65
+186% +$5.32K ﹤0.01% 751
2022
Q1 		$3K Buy
+35
New +$3.35K ﹤0.01% 1014

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