Colonial Trust Advisors’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$1.25K | – | 723 |
|
|
2024
Q3 | $1.25K | Hold |
14
| – | – | ﹤0.01% | 703 |
|
|
2024
Q2 | $804 | Buy |
14
+10
| +250% | +$574 | ﹤0.01% | 705 |
|
|
2024
Q1 | $266 | Hold |
4
| – | – | ﹤0.01% | 955 |
|
|
2023
Q4 | $303 | Hold |
4
| – | – | ﹤0.01% | 846 |
|
|
2023
Q3 | $298 | Hold |
4
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $252 | Hold |
4
| – | – | ﹤0.01% | 864 |
|
|
2023
Q1 | $209 | Hold |
4
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $137 | Buy |
+4
| New | +$137 | ﹤0.01% | 888 |
|