HBK Sorce Advisory’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,465	Closed	-$223K	–	610
2021 Q3	$223K	Sell	1,465 -200	-12%	-$30.4K	0.01%	529
2021 Q2	$212K	Buy	+1,665	New	+$212K	0.01%	545