CWA

CM Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,687	Closed	-$225K	–	112
2024 Q1	$225K	Buy	+3,687	New	+$225K	0.06%	164
2023 Q2	–	Sell	-24,754	Closed	-$1.33M	–	270
2023 Q1	$1.33M	Buy	+24,754	New	+$1.33M	0.26%	104