Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-184
| Closed | -$20K | – | 903 |
|
|
2019
Q4 | $20K | Hold |
184
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $19K | Hold |
184
| – | – | ﹤0.01% | 520 |
|
|
2019
Q2 | $19K | Hold |
184
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $18K | Hold |
184
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $15K | Hold |
184
| – | – | ﹤0.01% | 563 |
|
|
2018
Q3 | $19K | Hold |
184
| – | – | ﹤0.01% | 571 |
|
|
2018
Q2 | $16K | Hold |
184
| – | – | ﹤0.01% | 564 |
|
|
2018
Q1 | $15K | Buy |
184
+9
| +5% | +$734 | ﹤0.01% | 561 |
|
|
2017
Q4 | $13K | Buy |
+175
| New | +$13K | ﹤0.01% | 600 |
|
|
2014
Q1 | – | Sell |
-84
| Closed | -$4K | – | 821 |
|
|
2013
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 707 |
|