J.P. Morgan Private Wealth Advisors’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,296
| Closed | -$264K | – | 2034 |
|
|
2021
Q4 | $264K | Buy |
7,296
+28
| +0.4% | +$1.01K | ﹤0.01% | 1796 |
|
|
2021
Q3 | $366K | Buy |
7,268
+333
| +5% | +$16.8K | ﹤0.01% | 1627 |
|
|
2021
Q2 | $325K | Buy |
+6,935
| New | +$325K | ﹤0.01% | 1645 |
|
|
2021
Q1 | – | Sell |
-7,036
| Closed | -$393K | – | 1770 |
|
|
2020
Q4 | $393K | Buy |
7,036
+101
| +1% | +$5.64K | ﹤0.01% | 1382 |
|
|
2020
Q3 | $351K | Hold |
6,935
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q2 | $340K | Buy |
+6,935
| New | +$340K | ﹤0.01% | 1252 |
|
|
2019
Q3 | – | Sell |
-7,245
| Closed | -$354K | – | 1447 |
|
|
2019
Q2 | $354K | Buy |
7,245
+7
| +0.1% | +$342 | ﹤0.01% | 1085 |
|
|
2019
Q1 | $439K | Hold |
7,238
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q4 | $576K | Buy |
+7,238
| New | +$576K | ﹤0.01% | 918 |
|