Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-52
| Closed | -$5K | – | 975 |
|
|
2021
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q4 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 1257 |
|
|
2020
Q3 | – | Sell |
-152
| Closed | -$17K | – | 1743 |
|
|
2020
Q2 | $17K | Buy |
152
+43
| +39% | +$4.81K | ﹤0.01% | 1047 |
|
|
2020
Q1 | $9K | Sell |
109
-8
| -7% | -$661 | ﹤0.01% | 1080 |
|
|
2019
Q4 | $13K | Buy |
117
+15
| +15% | +$1.67K | ﹤0.01% | 1014 |
|
|
2019
Q3 | $11K | Hold |
102
| – | – | ﹤0.01% | 990 |
|
|
2019
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q1 | $10K | Buy |
102
+15
| +17% | +$1.47K | ﹤0.01% | 955 |
|
|
2018
Q4 | $7K | Sell |
87
-13
| -13% | -$1.05K | ﹤0.01% | 963 |
|
|
2018
Q3 | $9K | Buy |
100
+47
| +89% | +$4.23K | ﹤0.01% | 987 |
|
|
2018
Q2 | $5K | Sell |
53
-158
| -75% | -$14.9K | ﹤0.01% | 1125 |
|
|
2018
Q1 | $17K | Buy |
211
+94
| +80% | +$7.57K | ﹤0.01% | 754 |
|
|
2017
Q4 | $9K | Buy |
117
+27
| +30% | +$2.08K | ﹤0.01% | 854 |
|
|
2017
Q3 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 782 |
|