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First Allied Advisory Services’s Guidewire Software GWRE Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$1.03M Buy
9,903
+1,769
+22% +$199K 0.03% 467
2020
Q2 		$902K Buy
8,134
+1,503
+23% +$144K 0.03% 467
2020
Q1 		$526K Buy
6,631
+2,061
+45% +$215K 0.02% 579
2019
Q4 		$506K Buy
4,570
+1,540
+51% +$172K 0.02% 706
2019
Q3 		$316K Buy
+3,030
New +$305K 0.01% 876
2018
Q3 		– Sell
-9,306
Closed -$839K – 1209
2018
Q2 		$839K Buy
+9,306
New +$824K 0.03% 507

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