SVA 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 | $1.84M | Sell |
14,255
-9,500
| -40% | -$1.22M | 0.16% | 106 |
|
|
2020
Q3 | $2.48M | Sell |
23,755
-205
| -0.9% | -$21.4K | 0.25% | 80 |
|
|
2020
Q2 | $2.66M | Sell |
23,960
-516
| -2% | -$57.2K | 0.28% | 72 |
|
|
2020
Q1 | $1.94M | Sell |
24,476
-2,163
| -8% | -$172K | 0.22% | 77 |
|
|
2019
Q4 | $2.92M | Sell |
26,639
-1,149
| -4% | -$126K | 0.27% | 74 |
|
|
2019
Q3 | $2.93M | Sell |
27,788
-869
| -3% | -$91.6K | 0.29% | 73 |
|
|
2019
Q2 | $2.91M | Sell |
28,657
-10,679
| -27% | -$1.08M | 0.29% | 73 |
|
|
2019
Q1 | $3.82M | Buy |
39,336
+2,698
| +7% | +$262K | 0.37% | 62 |
|
|
2018
Q4 | $2.94M | Buy |
36,638
+5,197
| +17% | +$417K | 0.33% | 73 |
|
|
2018
Q3 | $3.18M | Buy |
31,441
+1,027
| +3% | +$104K | 0.32% | 69 |
|
|
2018
Q2 | $2.7M | Buy |
+30,414
| New | +$2.7M | 0.29% | 74 |
|