Wealthspire Advisors (Maryland)’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-142
| Closed | -$14K | – | 1110 |
|
|
2019
Q1 | $14K | Sell |
142
-5
| -3% | -$493 | ﹤0.01% | 1403 |
|
|
2018
Q4 | $12K | Buy |
147
+35
| +31% | +$2.86K | ﹤0.01% | 1396 |
|
|
2018
Q3 | $11K | Buy |
112
+5
| +5% | +$491 | ﹤0.01% | 1478 |
|
|
2018
Q2 | $9K | Sell |
107
-7
| -6% | -$589 | ﹤0.01% | 1577 |
|
|
2018
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 1609 |
|
|
2017
Q4 | $8K | Buy |
114
+12
| +12% | +$842 | ﹤0.01% | 1672 |
|
|
2017
Q3 | $8K | Buy |
102
+4
| +4% | +$314 | ﹤0.01% | 1651 |
|
|
2017
Q2 | $7K | Buy |
98
+88
| +880% | +$6.29K | ﹤0.01% | 1657 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1800 |
|
|
2016
Q4 | $0 | Sell |
10
-4
| -29% | – | ﹤0.01% | 1788 |
|
|
2016
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1606 |
|
|
2016
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1647 |
|
|
2015
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1619 |
|