Valeo Financial 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
2021 Q2	–	Sell	-52	Closed	-$5K	–	1050
2021 Q1	$5K	Hold	52	–	–	﹤0.01%	1557
2020 Q4	$7K	Buy	+52	New	+$5.93K	﹤0.01%	1284
2020 Q3	–	Sell	-152	Closed	-$17K	–	1807
2020 Q2	$17K	Buy	152 +43	+39%	+$4.13K	﹤0.01%	1111
2020 Q1	$9K	Sell	109 -8	-7%	-$836	﹤0.01%	1126
2019 Q4	$13K	Buy	117 +15	+15%	+$1.68K	﹤0.01%	1028
2019 Q3	$11K	Hold	102	–	–	﹤0.01%	1003
2019 Q2	$10K	Hold	102	–	–	﹤0.01%	1021
2019 Q1	$10K	Buy	102 +15	+17%	+$1.34K	﹤0.01%	962
2018 Q4	$7K	Sell	87 -13	-13%	-$1.13K	﹤0.01%	971
2018 Q3	$9K	Buy	100 +47	+89%	+$4.52K	﹤0.01%	997
2018 Q2	$5K	Sell	53 -158	-75%	-$14K	﹤0.01%	1132
2018 Q1	$17K	Buy	211 +94	+80%	+$7.56K	﹤0.01%	757
2017 Q4	$9K	Buy	117 +27	+30%	+$2.08K	﹤0.01%	857
2017 Q3	$7K	Buy	+90	New	+$6.59K	﹤0.01%	788