FDx Advisors’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,735
| Closed | -$231K | – | 786 |
|
|
2023
Q1 | $231K | Hold |
6,735
| – | – | 0.01% | 660 |
|
|
2022
Q4 | $231K | Buy |
6,735
+143
| +2% | +$4.91K | 0.01% | 660 |
|
|
2022
Q3 | $235K | Sell |
6,592
-316
| -5% | -$11.3K | 0.01% | 640 |
|
|
2022
Q2 | $315K | Buy |
6,908
+675
| +11% | +$30.8K | 0.01% | 611 |
|
|
2022
Q1 | $490K | Buy |
6,233
+2,555
| +69% | +$201K | 0.02% | 510 |
|
|
2021
Q4 | $478K | Buy |
3,678
+1,029
| +39% | +$134K | 0.01% | 547 |
|
|
2021
Q3 | $403K | Buy |
2,649
+446
| +20% | +$67.9K | 0.01% | 570 |
|
|
2021
Q2 | $280K | Buy |
2,203
+235
| +12% | +$29.9K | 0.01% | 684 |
|
|
2021
Q1 | $211K | Buy |
+1,968
| New | +$211K | 0.01% | 728 |
|