MGWM
Marks Group Wealth Management’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,143
| Closed | -$203K | – | 300 |
|
|
2022
Q1 | $203K | Sell |
2,143
-79
| -4% | -$7.48K | 0.03% | 297 |
|
|
2021
Q4 | $252K | Buy |
2,222
+54
| +2% | +$6.12K | 0.03% | 284 |
|
|
2021
Q3 | $258K | Sell |
2,168
-28
| -1% | -$3.33K | 0.03% | 254 |
|
|
2021
Q2 | $248K | Buy |
2,196
+166
| +8% | +$18.7K | 0.03% | 233 |
|
|
2021
Q1 | $206K | Buy |
+2,030
| New | +$206K | 0.03% | 238 |
|
|
2020
Q2 | – | Sell |
-26,109
| Closed | -$2.08M | – | 248 |
|
|
2020
Q1 | $2.08M | Buy |
26,109
+7,206
| +38% | +$574K | 0.54% | 84 |
|
|
2019
Q4 | $2.08M | Buy |
+18,903
| New | +$2.08M | 0.41% | 101 |
|