Modera Wealth Management’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,644
| Closed | -$183K | – | 579 |
|
|
2024
Q1 | $183K | Hold |
19,644
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $194K | Hold |
19,644
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $274K | Hold |
19,644
| – | – | 0.01% | 471 |
|
|
2023
Q2 | $368K | Hold |
19,644
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $337K | Hold |
19,644
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $311K | Sell |
19,644
-4,500
| -19% | -$71.2K | 0.01% | 278 |
|
|
2022
Q3 | $458K | Buy |
24,144
+6,248
| +35% | +$119K | 0.02% | 193 |
|
|
2022
Q2 | $449K | Sell |
17,896
-4
| -0% | -$100 | 0.02% | 203 |
|
|
2022
Q1 | $492K | Buy |
+17,900
| New | +$492K | 0.02% | 211 |
|