Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,310
| Closed | -$581K | – | 320 |
|
|
2018
Q4 | $581K | Sell |
7,310
-6
| -0.1% | -$477 | 0.16% | 144 |
|
|
2018
Q3 | $650K | Sell |
7,316
-34
| -0.5% | -$3.02K | 0.13% | 176 |
|
|
2018
Q2 | $539K | Buy |
7,350
+913
| +14% | +$67K | 0.13% | 176 |
|
|
2018
Q1 | $413K | Buy |
6,437
+3
| +0% | +$192 | 0.1% | 208 |
|
|
2017
Q4 | $388K | Buy |
6,434
+142
| +2% | +$8.56K | 0.09% | 225 |
|
|
2017
Q3 | $312K | Buy |
+6,292
| New | +$312K | 0.08% | 249 |
|