Formula Growth’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,318
| Closed | -$1M | – | 156 |
|
|
2020
Q2 | $1M | Sell |
13,318
-5,000
| -27% | -$376K | 0.17% | 111 |
|
|
2020
Q1 | $818K | Sell |
18,318
-3,000
| -14% | -$134K | 0.16% | 105 |
|
|
2019
Q4 | $904K | Hold |
21,318
| – | – | 0.11% | 116 |
|
|
2019
Q3 | $1.05M | Sell |
21,318
-5,000
| -19% | -$247K | 0.16% | 117 |
|
|
2019
Q2 | $1.26M | Sell |
26,318
-5,000
| -16% | -$239K | 0.18% | 109 |
|
|
2019
Q1 | $873K | Hold |
31,318
| – | – | 0.12% | 127 |
|
|
2018
Q4 | $823K | Buy |
+31,318
| New | +$823K | 0.14% | 120 |
|