Curi Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 398 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 438 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 387 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$5K | – | 258 |
|
|
2020
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 302 |
|