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Equitable Trust’s Guidewire Software GWRE Stock Holding History

Equitable Trust’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
Q2 		– Sell
-3,813
Closed -$361K – 403
2022
Q1 		$361K Sell
3,813
-854
-18% -$81.6K 0.02% 297
2021
Q4 		$530K Buy
4,667
+804
+21% +$95.4K 0.03% 245
2021
Q3 		$459K Sell
3,863
-151
-4% -$17.4K 0.03% 248
2021
Q2 		$452K Sell
4,014
-196
-5% -$20.4K 0.03% 260
2021
Q1 		$428K Sell
4,210
-2,613
-38% -$304K 0.03% 260
2020
Q4 		$878K Buy
6,823
+4,019
+143% +$459K 0.07% 196
2020
Q3 		$292K Hold
2,804
– – 0.02% 278
2020
Q2 		$311K Sell
2,804
-2,301
-45% -$221K 0.03% 264
2020
Q1 		$405K Buy
5,105
+1,570
+44% +$164K 0.04% 232
2019
Q4 		$388K Hold
3,535
– – 0.04% 219
2019
Q3 		$373K Hold
3,535
– – 0.04% 214
2019
Q2 		$358K Hold
3,535
– – 0.04% 218
2019
Q1 		$343K Hold
3,535
– – 0.04% 225
2018
Q4 		$284K Buy
3,535
+235
+7% +$20.5K 0.04% 228
2018
Q3 		$333K Buy
+3,300
New +$317K 0.04% 232

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