MCIA
Mountain Capital Investment Advisors’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,063
| Closed | -$985K | – | 100 |
|
|
2021
Q4 | $985K | Buy |
9,063
+1,296
| +17% | +$141K | 0.45% | 80 |
|
|
2021
Q3 | $1.36M | Sell |
7,767
-588
| -7% | -$103K | 0.72% | 38 |
|
|
2021
Q2 | $998K | Sell |
8,355
-1,517
| -15% | -$181K | 0.46% | 72 |
|
|
2021
Q1 | $998K | Buy |
9,872
+4,633
| +88% | +$468K | 0.5% | 75 |
|
|
2020
Q4 | $663K | Buy |
+5,239
| New | +$663K | 0.4% | 88 |
|