EWA
Exencial Wealth Advisors’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,145
| Closed | -$203K | – | 432 |
|
|
2022
Q1 | $203K | Sell |
2,145
-836
| -28% | -$79.1K | 0.01% | 430 |
|
|
2021
Q4 | $338K | Buy |
+2,981
| New | +$338K | 0.02% | 364 |
|
|
2021
Q3 | – | Sell |
-3,378
| Closed | -$381K | – | 373 |
|
|
2021
Q2 | $381K | Sell |
3,378
-38,135
| -92% | -$4.3M | 0.02% | 350 |
|
|
2021
Q1 | $4.22M | Buy |
41,513
+5,219
| +14% | +$530K | 0.25% | 124 |
|
|
2020
Q4 | $4.67M | Buy |
36,294
+1,401
| +4% | +$180K | 0.32% | 105 |
|
|
2020
Q3 | $3.64M | Buy |
34,893
+1,101
| +3% | +$115K | 0.19% | 137 |
|
|
2020
Q2 | $3.75M | Buy |
33,792
+2,907
| +9% | +$322K | 0.32% | 103 |
|
|
2020
Q1 | $2.45M | Sell |
30,885
-646
| -2% | -$51.2K | 0.44% | 76 |
|
|
2019
Q4 | $3.46M | Buy |
31,531
+545
| +2% | +$59.8K | 0.6% | 65 |
|
|
2019
Q3 | $3.27M | Buy |
30,986
+6,588
| +27% | +$694K | 0.7% | 56 |
|
|
2019
Q2 | $2.47M | Sell |
24,398
-650
| -3% | -$65.9K | 0.58% | 61 |
|
|
2019
Q1 | $2.43M | Sell |
25,048
-1,115
| -4% | -$108K | 0.58% | 61 |
|
|
2018
Q4 | $2.1M | Buy |
26,163
+2,366
| +10% | +$190K | 0.56% | 63 |
|
|
2018
Q3 | $2.4M | Buy |
+23,797
| New | +$2.4M | 0.56% | 59 |
|