United Capital Financial Advisors’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,148
| Closed | -$939K | – | 1254 |
|
|
2019
Q4 | $939K | Sell |
22,148
-932
| -4% | -$39.5K | 0.01% | 798 |
|
|
2019
Q3 | $1.14M | Sell |
23,080
-1,579
| -6% | -$77.9K | 0.01% | 703 |
|
|
2019
Q2 | $1.18M | Sell |
24,659
-1,394
| -5% | -$66.7K | 0.01% | 758 |
|
|
2019
Q1 | $726K | Sell |
26,053
-1,116
| -4% | -$31.1K | 0.01% | 862 |
|
|
2018
Q4 | $714K | Buy |
+27,169
| New | +$714K | 0.01% | 800 |
|