Avalon Investment & Advisory’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-84,978
| Closed | -$4.74M | – | 353 |
|
|
2020
Q4 | $4.74M | Sell |
84,978
-2,020
| -2% | -$113K | 0.1% | 135 |
|
|
2020
Q3 | $4.4M | Sell |
86,998
-11,495
| -12% | -$582K | 0.1% | 133 |
|
|
2020
Q2 | $4.83M | Buy |
+98,493
| New | +$4.83M | 0.11% | 130 |
|
|
2019
Q1 | – | Sell |
-33,413
| Closed | -$2.66M | – | 342 |
|
|
2018
Q4 | $2.66M | Buy |
33,413
+2,103
| +7% | +$167K | 0.07% | 190 |
|
|
2018
Q3 | $2.78M | Buy |
31,310
+2,267
| +8% | +$201K | 0.08% | 210 |
|
|
2018
Q2 | $2.13M | Buy |
+29,043
| New | +$2.13M | 0.06% | 215 |
|