Howe & Rusling’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
Q4 | – | Sell |
-197
| Closed | -$4K | – | 601 |
|
|
2022
Q3 | $4K | Hold |
197
| – | – | ﹤0.01% | 713 |
|
|
2022
Q2 | $5K | Hold |
197
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $5K | Hold |
197
| – | – | ﹤0.01% | 648 |
|
|
2021
Q4 | $7K | Buy |
197
+100
| +103% | +$4.08K | ﹤0.01% | 596 |
|
|
2021
Q3 | $5K | Buy |
+97
| New | +$4.67K | ﹤0.01% | 642 |
|
|
2017
Q2 | – | Sell |
-251
| Closed | -$8K | – | 979 |
|
|
2017
Q1 | $8K | Hold |
251
| – | – | ﹤0.01% | 559 |
|
|
2016
Q4 | $6K | Sell |
251
-226
| -47% | -$5.29K | ﹤0.01% | 627 |
|
|
2016
Q3 | $11K | Hold |
477
| – | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $11K | Sell |
477
-750
| -61% | -$16.7K | ﹤0.01% | 466 |
|
|
2016
Q1 | $28K | Sell |
1,227
-1,508
| -55% | -$29.3K | 0.01% | 354 |
|
|
2015
Q4 | $45K | Hold |
2,735
| – | – | 0.01% | 285 |
|
|
2015
Q3 | $48K | Sell |
2,735
-1,775
| -39% | -$33K | 0.01% | 276 |
|
|
2015
Q2 | $86K | Sell |
4,510
-480
| -10% | -$7.79K | 0.02% | 232 |
|
|
2015
Q1 | $79K | Buy |
4,990
+1,540
| +45% | +$26.3K | 0.02% | 236 |
|
|
2014
Q4 | $71K | Hold |
3,450
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $73K | Hold |
3,450
| – | – | 0.02% | 245 |
|
|
2014
Q2 | $65K | Hold |
3,450
| – | – | 0.01% | 275 |
|
|
2014
Q1 | $67K | Buy |
3,450
+650
| +23% | +$14.4K | 0.02% | 275 |
|
|
2013
Q4 | $70K | Buy |
2,800
+300
| +12% | +$6.99K | 0.02% | 254 |
|
|
2013
Q3 | $66K | Buy |
2,500
+400
| +19% | +$9.25K | 0.02% | 273 |
|
|
2013
Q2 | $42K | Buy |
+2,100
| New | +$36.9K | 0.01% | 368 |
|
Other funds holding GDOT
SV
