FDx Advisors’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,975
| Closed | -$581K | – | 265 |
|
|
2024
Q1 | $581K | Sell |
4,975
-18
| -0.4% | -$2.1K | 0.09% | 189 |
|
|
2023
Q4 | $544K | Sell |
4,993
-877
| -15% | -$95.6K | 0.04% | 371 |
|
|
2023
Q3 | $528K | Sell |
5,870
-446
| -7% | -$40.1K | 0.04% | 333 |
|
|
2023
Q2 | $481K | Buy |
+6,316
| New | +$481K | 0.03% | 462 |
|
|
2022
Q4 | – | Sell |
-3,384
| Closed | -$208K | – | 759 |
|
|
2022
Q3 | $208K | Sell |
3,384
-4,934
| -59% | -$303K | 0.01% | 680 |
|
|
2022
Q2 | $590K | Sell |
8,318
-749
| -8% | -$53.1K | 0.02% | 425 |
|
|
2022
Q1 | $858K | Sell |
9,067
-554
| -6% | -$52.4K | 0.03% | 356 |
|
|
2021
Q4 | $1.09M | Sell |
9,621
-1,289
| -12% | -$146K | 0.03% | 344 |
|
|
2021
Q3 | $1.3M | Buy |
10,910
+478
| +5% | +$56.8K | 0.04% | 290 |
|
|
2021
Q2 | $1.18M | Buy |
10,432
+1,677
| +19% | +$189K | 0.04% | 298 |
|
|
2021
Q1 | $890K | Buy |
8,755
+1,073
| +14% | +$109K | 0.03% | 319 |
|
|
2020
Q4 | $989K | Buy |
7,682
+3,566
| +87% | +$459K | 0.04% | 274 |
|
|
2020
Q3 | $429K | Buy |
+4,116
| New | +$429K | 0.02% | 412 |
|
|
2019
Q3 | – | Sell |
-6,829
| Closed | -$692K | – | 696 |
|
|
2019
Q2 | $692K | Buy |
6,829
+1,001
| +17% | +$101K | 0.03% | 412 |
|
|
2019
Q1 | $566K | Buy |
+5,828
| New | +$566K | 0.02% | 442 |
|