Exencial Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$203K Sell
2021
Q4
$338K Buy
2021
Q3
Sell
2021
Q2
$381K Sell
2021
Q1
$4.22M Buy
2020
Q4
$4.67M Buy
2020
Q3
$3.64M Buy
2020
Q2
$3.75M Buy
2020
Q1
$2.45M Sell
2019
Q4
$3.46M Buy
2019
Q3
$3.27M Buy
2019
Q2
$2.47M Sell
2019
Q1
$2.43M Sell
2018
Q4
$2.1M Buy
2018
Q3
$2.4M Buy