J.P. Morgan Private Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,737
Closed -$294K 1959
2022
Q1
$294K Buy
3,737
+474
+15% +$37.3K ﹤0.01% 1751
2021
Q4
$424K Buy
+3,263
New +$424K ﹤0.01% 1618