Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,890
| Closed | -$95K | – | 183 |
|
|
2021
Q3 | $95K | Hold |
1,890
| – | – | 0.06% | 126 |
|
|
2021
Q2 | $89K | Hold |
1,890
| – | – | 0.06% | 127 |
|
|
2021
Q1 | $87K | Hold |
1,890
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $105K | Hold |
1,890
| – | – | 0.08% | 98 |
|
|
2020
Q3 | $96K | Hold |
1,890
| – | – | 0.08% | 98 |
|
|
2020
Q2 | $93K | Hold |
1,890
| – | – | 0.08% | 92 |
|
|
2020
Q1 | $48K | Hold |
1,890
| – | – | 0.04% | 103 |
|
|
2019
Q4 | $44K | Buy |
+1,890
| New | +$44K | 0.03% | 125 |
|