WJWM
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Williams Jones Wealth Management’s Green Dot GDOT Stock Holding History

Williams Jones Wealth Management’s Portfolio GDOT Stock Details GDOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,676
Closed -$313K – 506
2021
Q2 		$313K Sell
6,676
-193,806
-97% -$9.09M ﹤0.01% 396
2021
Q1 		$9.18M Buy
+200,482
New +$9.18M 0.14% 95