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Mount Yale Investment Advisors’s Guidewire Software GWRE Stock Holding History

Mount Yale Investment Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Sell
1,847
-1,244
-40% -$293K 0.03% 371
2025
Q1 		$579K Buy
+3,091
New +$579K 0.05% 300