YorkBridge Wealth Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$41K | – | 368 |
|
|
2019
Q2 | $41K | Hold |
400
| – | – | 0.02% | 386 |
|
|
2019
Q1 | $39K | Hold |
400
| – | – | 0.02% | 383 |
|
|
2018
Q4 | $32K | Hold |
400
| – | – | 0.02% | 372 |
|
|
2018
Q3 | $40K | Hold |
400
| – | – | 0.02% | 385 |
|
|
2018
Q2 | $36K | Hold |
400
| – | – | 0.02% | 401 |
|
|
2018
Q1 | $33K | Hold |
400
| – | – | 0.02% | 419 |
|
|
2017
Q4 | $30K | Hold |
400
| – | – | 0.01% | 432 |
|
|
2017
Q3 | $31K | Hold |
400
| – | – | 0.02% | 434 |
|
|
2017
Q2 | $27K | Hold |
400
| – | – | 0.01% | 449 |
|
|
2017
Q1 | $24K | Hold |
400
| – | – | 0.01% | 461 |
|
|
2016
Q4 | $23K | Buy |
+400
| New | +$23K | 0.01% | 456 |
|