Icon Wealth Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $473K | Sell |
5,261
-242
| -4% | -$21.8K | 0.05% | 175 |
|
|
2023
Q2 | $419K | Sell |
5,503
-737
| -12% | -$56.1K | 0.04% | 209 |
|
|
2023
Q1 | $512K | Buy |
+6,240
| New | +$512K | 0.06% | 187 |
|
|
2022
Q2 | $529K | Sell |
7,449
-1,582
| -18% | -$112K | 0.06% | 186 |
|
|
2022
Q1 | $855K | Buy |
9,031
+219
| +2% | +$20.7K | 0.09% | 163 |
|
|
2021
Q4 | $1M | Sell |
8,812
-1,245
| -12% | -$141K | 0.1% | 151 |
|
|
2021
Q3 | $1.2M | Buy |
10,057
+515
| +5% | +$61.2K | 0.13% | 150 |
|
|
2021
Q2 | $1.08M | Buy |
9,542
+1,168
| +14% | +$132K | 0.12% | 149 |
|
|
2021
Q1 | $851K | Buy |
8,374
+1,857
| +28% | +$189K | 0.11% | 151 |
|
|
2020
Q4 | $839K | Buy |
6,517
+3,682
| +130% | +$474K | 0.13% | 128 |
|
|
2020
Q3 | $296K | Buy |
+2,835
| New | +$296K | 0.06% | 202 |
|
|
2019
Q2 | – | Sell |
-528
| Closed | -$51K | – | 414 |
|
|
2019
Q1 | $51K | Buy |
+528
| New | +$51K | 0.02% | 358 |
|
|
2018
Q3 | – | Sell |
-163
| Closed | -$14K | – | 447 |
|
|
2018
Q2 | $14K | Buy |
+163
| New | +$14K | 0.01% | 647 |
|
|
2018
Q1 | – | Sell |
-116
| Closed | -$9K | – | 448 |
|
|
2017
Q4 | $9K | Buy |
+116
| New | +$9K | ﹤0.01% | 720 |
|