Vestmark Advisory Solutions’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,078
| Closed | -$256K | – | 604 |
|
|
2023
Q2 | $256K | Sell |
4,078
-46
| -1% | -$2.89K | 0.01% | 759 |
|
|
2023
Q1 | $215K | Buy |
+4,124
| New | +$215K | 0.01% | 800 |
|
|
2022
Q1 | – | Sell |
-1,728
| Closed | -$225K | – | 873 |
|
|
2021
Q4 | $225K | Sell |
1,728
-7
| -0.4% | -$911 | 0.01% | 801 |
|
|
2021
Q3 | $264K | Sell |
1,735
-166
| -9% | -$25.3K | 0.02% | 709 |
|
|
2021
Q2 | $242K | Buy |
1,901
+5
| +0.3% | +$637 | 0.02% | 689 |
|
|
2021
Q1 | $203K | Sell |
1,896
-68
| -3% | -$7.28K | 0.02% | 709 |
|
|
2020
Q4 | $245K | Buy |
+1,964
| New | +$245K | 0.03% | 529 |
|