Prelude Capital Management’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,590
| Closed | -$272K | – | 1285 |
|
|
2023
Q4 | $272K | Buy |
3,590
+355
| +11% | +$26.9K | 0.02% | 675 |
|
|
2023
Q3 | $241K | Sell |
3,235
-1,697
| -34% | -$126K | 0.02% | 666 |
|
|
2023
Q2 | $310K | Buy |
+4,932
| New | +$310K | 0.02% | 537 |
|
|
2021
Q2 | – | Sell |
-3,103
| Closed | -$333K | – | 1456 |
|
|
2021
Q1 | $333K | Buy |
3,103
+668
| +27% | +$71.7K | 0.01% | 743 |
|
|
2020
Q4 | $304K | Buy |
2,435
+1,409
| +137% | +$176K | 0.01% | 513 |
|
|
2020
Q3 | $89K | Buy |
+1,026
| New | +$89K | ﹤0.01% | 716 |
|