Pathstone Family Office’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 | $660K | Buy |
7,330
+409
| +6% | +$36.8K | 0.01% | 898 |
|
|
2023
Q2 | $527K | Buy |
+6,921
| New | +$527K | 0.01% | 727 |
|
|
2023
Q1 | – | Sell |
-8,230
| Closed | -$517K | – | 1327 |
|
|
2022
Q4 | $517K | Buy |
8,230
+570
| +7% | +$35.8K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $472K | Buy |
+7,660
| New | +$472K | ﹤0.01% | 1094 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$2K | – | 734 |
|
|
2019
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 765 |
|