Everence Capital Management’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 |
-3,070
| Closed | -$274K | – | 911 |
|
2024
Q3 | $274K | Buy |
+3,070
| New | +$274K | 0.02% | 628 |
|
2024
Q2 | – | Sell |
-3,070
| Closed | -$205 | – | 744 |
|
2024
Q1 | $205 | Hold |
3,070
| – | – | 0.01% | 707 |
|
2023
Q4 | $233K | Hold |
3,070
| – | – | 0.02% | 657 |
|
2023
Q3 | $229 | Buy |
+3,070
| New | +$229 | 0.02% | 617 |
|