YorkBridge Wealth Partners’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $225K | Sell |
6,540
-983
| -13% | -$33.8K | 0.06% | 235 |
|
|
2022
Q3 | $268K | Buy |
7,523
+2,064
| +38% | +$73.5K | 0.07% | 219 |
|
|
2022
Q2 | $249K | Buy |
5,459
+630
| +13% | +$28.7K | 0.07% | 233 |
|
|
2022
Q1 | $379K | Buy |
4,829
+2,252
| +87% | +$177K | 0.08% | 191 |
|
|
2021
Q4 | $335K | Buy |
2,577
+497
| +24% | +$64.6K | 0.08% | 223 |
|
|
2021
Q3 | $317K | Buy |
+2,080
| New | +$317K | 0.08% | 211 |
|