Harbour Capital 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
Q3 | – | Sell |
-9,130
| Closed | -$509K | – | 292 |
|
2024
Q2 | $509K | Buy |
9,130
+1,225
| +15% | +$68.3K | 0.12% | 166 |
|
2024
Q1 | $524K | Sell |
7,905
-125
| -2% | -$8.29K | 0.13% | 169 |
|
2023
Q4 | $561K | Buy |
8,030
+1,375
| +21% | +$96.1K | 0.15% | 143 |
|
2023
Q3 | $496K | Hold |
6,655
| – | – | 0.15% | 144 |
|
2023
Q2 | $414K | Buy |
6,655
+1,780
| +37% | +$111K | 0.12% | 156 |
|
2023
Q1 | $254K | Buy |
+4,875
| New | +$254K | 0.08% | 218 |
|