Heritage Wealth Management (Arizona)’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $140K | Buy |
2,234
+1,132
| +103% | +$70.8K | 0.02% | 373 |
|
|
2022
Q3 | $68K | Buy |
1,102
+2
| +0.2% | +$123 | 0.02% | 365 |
|
|
2022
Q2 | $78.1K | Sell |
1,100
-9
| -0.8% | -$639 | 0.03% | 363 |
|
|
2022
Q1 | $105K | Buy |
+1,109
| New | +$105K | 0.03% | 365 |
|
|
2021
Q3 | $137K | Sell |
1,149
-47
| -4% | -$5.6K | 0.05% | 280 |
|
|
2021
Q2 | $135K | Buy |
1,196
+172
| +17% | +$19.4K | 0.05% | 285 |
|
|
2021
Q1 | $104K | Buy |
+1,024
| New | +$104K | 0.06% | 244 |
|