Moody Aldrich Partners’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-40,417
| Closed | -$1.98M | – | 129 |
|
2019
Q2 | $1.98M | Sell |
40,417
-22,988
| -36% | -$1.12M | 0.51% | 74 |
|
2019
Q1 | $3.85M | Sell |
63,405
-37,740
| -37% | -$2.29M | 1.08% | 45 |
|
2018
Q4 | $8.04M | Buy |
101,145
+14,798
| +17% | +$1.18M | 2.64% | 2 |
|
2018
Q3 | $7.67M | Buy |
+86,347
| New | +$7.67M | 2.21% | 3 |
|