Regal Investment Advisors’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,432	Closed	-$1.08M	–	519
2022 Q1	$1.08M	Buy	11,432 +225	+2%	+$21.5K	0.1%	207
2021 Q4	$1.27M	Buy	11,207 +634	+6%	+$75.2K	0.11%	195
2021 Q3	$1.26M	Buy	10,573 +3,795	+56%	+$438K	0.12%	176
2021 Q2	$764K	Buy	+6,778	New	+$705K	0.08%	263
2021 Q1	–	Sell	-11,425	Closed	-$1.47M	–	199
2020 Q4	$1.47M	Buy	+11,425	New	+$1.3M	0.17%	142
2020 Q3	–	Sell	-14,065	Closed	-$1.56M	–	104
2020 Q2	$1.56M	Buy	+14,065	New	+$1.35M	0.29%	89
2020 Q1	–	Sell	-19,254	Closed	-$2.11M	–	144
2019 Q4	$2.11M	Sell	19,254 -604	-3%	-$67.6K	0.38%	83
2019 Q3	$2.09M	Sell	19,858 -700	-3%	-$70.6K	0.41%	82
2019 Q2	$2.08M	Sell	20,558 -420	-2%	-$42.8K	0.41%	79
2019 Q1	$2.04M	Buy	20,978 +717	+4%	+$64.1K	0.42%	79
2018 Q4	$1.63M	Buy	+20,261	New	+$1.77M	0.36%	92