JAM
Jupiter Asset Management’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,418
| Closed | -$1.47M | – | 557 |
|
|
2021
Q4 | $1.47M | Buy |
11,418
+818
| +8% | +$105K | 0.02% | 390 |
|
|
2021
Q3 | $1.61M | Buy |
+10,600
| New | +$1.61M | 0.02% | 369 |
|
|
2020
Q4 | – | Sell |
-11,489
| Closed | -$995K | – | 615 |
|
|
2020
Q3 | $995K | Buy |
11,489
+1,254
| +12% | +$109K | 0.01% | 458 |
|
|
2020
Q2 | $767K | Sell |
10,235
-12,498
| -55% | -$937K | 0.03% | 235 |
|
|
2020
Q1 | $1M | Buy |
+22,733
| New | +$1M | 0.04% | 180 |
|