Plante Moran Financial Advisors’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19
| Closed | -$2.62K | – | 892 |
|
|
2024
Q2 | $2.62K | Sell |
19
-10
| -34% | -$1.38K | ﹤0.01% | 696 |
|
|
2024
Q1 | $3.39K | Sell |
29
-4
| -12% | -$467 | ﹤0.01% | 721 |
|
|
2023
Q4 | $3.6K | Buy |
+33
| New | +$3.6K | ﹤0.01% | 674 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$4K | – | 1044 |
|
|
2021
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 807 |
|
|
2020
Q2 | – | Sell |
-270
| Closed | -$21K | – | 795 |
|
|
2020
Q1 | $21K | Buy |
+270
| New | +$21K | 0.01% | 377 |
|