SWS
SYSTM Wealth Solutions’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-164
| Closed | -$9.42K | – | 320 |
|
|
2024
Q2 | $9.42K | Sell |
164
-3,178
| -95% | -$183K | ﹤0.01% | 493 |
|
|
2024
Q1 | $223K | Buy |
3,342
+3,196
| +2,189% | +$213K | 0.03% | 383 |
|
|
2023
Q4 | $11.1K | Sell |
146
-3,121
| -96% | -$237K | ﹤0.01% | 815 |
|
|
2023
Q3 | $243K | Hold |
3,267
| – | – | 0.04% | 401 |
|
|
2023
Q2 | $205K | Buy |
+3,267
| New | +$205K | 0.03% | 454 |
|