Regal Investment Advisors’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,432
| Closed | -$1.08M | – | 517 |
|
|
2022
Q1 | $1.08M | Buy |
11,432
+225
| +2% | +$21.3K | 0.1% | 207 |
|
|
2021
Q4 | $1.27M | Buy |
11,207
+634
| +6% | +$72K | 0.11% | 195 |
|
|
2021
Q3 | $1.26M | Buy |
10,573
+3,795
| +56% | +$451K | 0.12% | 176 |
|
|
2021
Q2 | $764K | Buy |
+6,778
| New | +$764K | 0.08% | 263 |
|
|
2021
Q1 | – | Sell |
-11,425
| Closed | -$1.47M | – | 196 |
|
|
2020
Q4 | $1.47M | Buy |
+11,425
| New | +$1.47M | 0.17% | 142 |
|
|
2020
Q3 | – | Sell |
-14,065
| Closed | -$1.56M | – | 103 |
|
|
2020
Q2 | $1.56M | Buy |
+14,065
| New | +$1.56M | 0.29% | 89 |
|
|
2020
Q1 | – | Sell |
-19,254
| Closed | -$2.11M | – | 143 |
|
|
2019
Q4 | $2.11M | Sell |
19,254
-604
| -3% | -$66.3K | 0.38% | 83 |
|
|
2019
Q3 | $2.09M | Sell |
19,858
-700
| -3% | -$73.8K | 0.41% | 82 |
|
|
2019
Q2 | $2.08M | Sell |
20,558
-420
| -2% | -$42.6K | 0.41% | 79 |
|
|
2019
Q1 | $2.04M | Buy |
20,978
+717
| +4% | +$69.7K | 0.41% | 79 |
|
|
2018
Q4 | $1.63M | Buy |
+20,261
| New | +$1.63M | 0.36% | 92 |
|