CWM
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Curi Wealth Management’s Guidewire Software GWRE Stock Holding History

Curi Wealth 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
-40
Closed -$3K – 399
2022
Q2 		$3K Hold
40
– – ﹤0.01% 490
2022
Q1 		$3K Hold
40
– – ﹤0.01% 438
2021
Q4 		$4K Buy
+40
New +$4.74K ﹤0.01% 387
2021
Q1 		– Sell
-40
Closed -$5K – 257
2020
Q4 		$5K Buy
+40
New +$4.57K ﹤0.01% 302

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DCP
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