CAPTRUST Financial Advisors’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,875
| Closed | -$86K | – | 2893 |
|
|
2022
Q2 | $86K | Sell |
1,875
-377
| -17% | -$17.3K | ﹤0.01% | 2321 |
|
|
2022
Q1 | $177K | Buy |
2,252
+1,635
| +265% | +$129K | ﹤0.01% | 1814 |
|
|
2021
Q4 | $80K | Buy |
617
+430
| +230% | +$55.8K | ﹤0.01% | 2328 |
|
|
2021
Q3 | $28K | Buy |
187
+184
| +6,133% | +$27.6K | ﹤0.01% | 2941 |
|
|
2021
Q2 | $0 | Sell |
3
-153
| -98% | – | ﹤0.01% | 4568 |
|
|
2021
Q1 | $17K | Buy |
+156
| New | +$17K | ﹤0.01% | 3108 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$82K | – | 2865 |
|
|
2020
Q1 | $82K | Sell |
2,000
-3,000
| -60% | -$123K | ﹤0.01% | 1207 |
|
|
2019
Q4 | $221K | Buy |
+5,000
| New | +$221K | ﹤0.01% | 946 |
|