Orion Portfolio Solutions’s Goosehead Insurance GSHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,732
Closed -$204K 1693
2023
Q3
$204K Buy
+2,732
New +$204K ﹤0.01% 1549
2020
Q2
Sell
-7
Closed 2288
2020
Q1
$0 Hold
7
﹤0.01% 2052
2019
Q4
$0 Buy
+7
New ﹤0.01% 1855