SSWM
Sheets Smith Wealth Management’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,481
| Closed | -$643K | – | 390 |
|
|
2023
Q4 | $643K | Buy |
8,481
+89
| +1% | +$6.75K | 0.09% | 181 |
|
|
2023
Q3 | $625K | Sell |
8,392
-570
| -6% | -$42.5K | 0.1% | 175 |
|
|
2023
Q2 | $564K | Buy |
+8,962
| New | +$564K | 0.08% | 196 |
|
|
2020
Q2 | – | Sell |
-11,773
| Closed | -$525K | – | 276 |
|
|
2020
Q1 | $525K | Sell |
11,773
-277
| -2% | -$12.4K | 0.11% | 155 |
|
|
2019
Q4 | $507K | Sell |
12,050
-258
| -2% | -$10.9K | 0.1% | 212 |
|
|
2019
Q3 | $607K | Buy |
12,308
+312
| +3% | +$15.4K | 0.12% | 170 |
|
|
2019
Q2 | $573K | Buy |
+11,996
| New | +$573K | 0.12% | 182 |
|