Smith Salley Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,880
| Closed | -$405K | – | 216 |
|
|
2020
Q3 | $405K | Buy |
3,880
+146
| +4% | +$15.2K | 0.05% | 141 |
|
|
2020
Q2 | $414K | Buy |
3,734
+596
| +19% | +$66.1K | 0.06% | 136 |
|
|
2020
Q1 | $249K | Buy |
3,138
+469
| +18% | +$37.2K | 0.04% | 160 |
|
|
2019
Q4 | $293K | Buy |
2,669
+140
| +6% | +$15.4K | 0.04% | 168 |
|
|
2019
Q3 | $267K | Buy |
+2,529
| New | +$267K | 0.04% | 168 |
|