Envestnet Asset Management’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,328
| Closed | -$338K | – | 3975 |
|
|
2021
Q4 | $338K | Sell |
9,328
-301
| -3% | -$12.3K | ﹤0.01% | 3337 |
|
|
2021
Q3 | $485K | Buy |
+9,629
| New | +$463K | ﹤0.01% | 2978 |
|
|
2019
Q3 | – | Sell |
-20,346
| Closed | -$995K | – | 3115 |
|
|
2019
Q2 | $995K | Buy |
20,346
+12,965
| +176% | +$706K | ﹤0.01% | 1946 |
|
|
2019
Q1 | $448K | Sell |
7,381
-1,515
| -17% | -$106K | ﹤0.01% | 2413 |
|
|
2018
Q4 | $707K | Buy |
+8,896
| New | +$703K | ﹤0.01% | 1938 |
|
|
2018
Q3 | – | Sell |
-3,285
| Closed | -$242K | – | 1763 |
|
|
2018
Q2 | $242K | Sell |
3,285
-231
| -7% | -$15.9K | ﹤0.01% | 1588 |
|
|
2018
Q1 | $225K | Buy |
3,516
+250
| +8% | +$15.8K | ﹤0.01% | 1530 |
|
|
2017
Q4 | $197K | Sell |
3,266
-224
| -6% | -$13.1K | ﹤0.01% | 1851 |
|
|
2017
Q3 | $173K | Sell |
3,490
-2,017
| -37% | -$89.5K | ﹤0.01% | 1886 |
|
|
2017
Q2 | $212K | Sell |
5,507
-3,344
| -38% | -$121K | ﹤0.01% | 1856 |
|
|
2017
Q1 | $295K | Sell |
8,851
-263
| -3% | -$7.45K | ﹤0.01% | 1760 |
|
|
2016
Q4 | $214K | Sell |
9,114
-579
| -6% | -$13.5K | ﹤0.01% | 1864 |
|
|
2016
Q3 | $224K | Sell |
9,693
-3,716
| -28% | -$87K | ﹤0.01% | 1971 |
|
|
2016
Q2 | $308K | Buy |
13,409
+784
| +6% | +$17.5K | ﹤0.01% | 1873 |
|
|
2016
Q1 | $290K | Sell |
12,625
-10,943
| -46% | -$212K | ﹤0.01% | 1877 |
|
|
2015
Q4 | $387K | Buy |
23,568
+760
| +3% | +$13K | ﹤0.01% | 1708 |
|
|
2015
Q3 | $401K | Buy |
22,808
+932
| +4% | +$17.3K | ﹤0.01% | 1703 |
|
|
2015
Q2 | $418K | Buy |
21,876
+4,401
| +25% | +$71.4K | ﹤0.01% | 1803 |
|
|
2015
Q1 | $278K | Buy |
17,475
+9,806
| +128% | +$168K | ﹤0.01% | 1816 |
|
|
2014
Q4 | $157K | Sell |
7,669
-53
| -0.7% | -$1.15K | ﹤0.01% | 1059 |
|
|
2014
Q3 | $163K | Buy |
7,722
+7,593
| +5,886% | +$143K | ﹤0.01% | 1156 |
|
|
2014
Q2 | $2K | Sell |
129
-163
| -56% | -$3.01K | ﹤0.01% | 2498 |
|
|
2014
Q1 | $6K | Hold |
292
| – | – | ﹤0.01% | 2045 |
|
|
2013
Q4 | $7K | Hold |
292
| – | – | ﹤0.01% | 1875 |
|
|
2013
Q3 | $8K | Sell |
292
-115
| -28% | -$2.66K | ﹤0.01% | 1784 |
|
|
2013
Q2 | $8K | Buy |
+407
| New | +$7.16K | ﹤0.01% | 1738 |
|
Other funds holding GDOT
SV
CAM
GF