Creative Planning’s Groupon GRPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$53K | – | 1855 |
|
|
2020
Q1 | $53K | Buy |
2,700
+149
| +6% | +$2.93K | ﹤0.01% | 1597 |
|
|
2019
Q4 | $122K | Sell |
2,551
-869
| -25% | -$41.6K | ﹤0.01% | 1720 |
|
|
2019
Q3 | $182K | Buy |
3,420
+14
| +0.4% | +$745 | ﹤0.01% | 1621 |
|
|
2019
Q2 | $244K | Sell |
3,406
-56
| -2% | -$4.01K | ﹤0.01% | 1490 |
|
|
2019
Q1 | $246K | Buy |
3,462
+170
| +5% | +$12.1K | ﹤0.01% | 1442 |
|
|
2018
Q4 | $211K | Sell |
3,292
-213
| -6% | -$13.7K | ﹤0.01% | 1445 |
|
|
2018
Q3 | $264K | Buy |
3,505
+106
| +3% | +$7.98K | ﹤0.01% | 1473 |
|
|
2018
Q2 | $292K | Buy |
3,399
+111
| +3% | +$9.54K | ﹤0.01% | 1378 |
|
|
2018
Q1 | $285K | Buy |
3,288
+23
| +0.7% | +$1.99K | ﹤0.01% | 1358 |
|
|
2017
Q4 | $333K | Buy |
3,265
+80
| +3% | +$8.16K | ﹤0.01% | 1291 |
|
|
2017
Q3 | $331K | Sell |
3,185
-80
| -2% | -$8.31K | ﹤0.01% | 1261 |
|
|
2017
Q2 | $251K | Sell |
3,265
-427
| -12% | -$32.8K | ﹤0.01% | 1371 |
|
|
2017
Q1 | $290K | Buy |
3,692
+329
| +10% | +$25.8K | ﹤0.01% | 1274 |
|
|
2016
Q4 | $223K | Sell |
3,363
-59
| -2% | -$3.91K | ﹤0.01% | 1349 |
|
|
2016
Q3 | $352K | Sell |
3,422
-394
| -10% | -$40.5K | ﹤0.01% | 1082 |
|
|
2016
Q2 | $248K | Sell |
3,816
-525
| -12% | -$34.1K | ﹤0.01% | 1146 |
|
|
2016
Q1 | $346K | Hold |
4,341
| – | – | ﹤0.01% | 917 |
|
|
2015
Q4 | $267K | Buy |
4,341
+3,930
| +956% | +$242K | ﹤0.01% | 1041 |
|
|
2015
Q3 | $27K | Buy |
+411
| New | +$27K | ﹤0.01% | 2479 |
|
|
2015
Q2 | – | Sell |
-228
| Closed | -$33K | – | 1779 |
|
|
2015
Q1 | $33K | Sell |
228
-28
| -11% | -$4.05K | ﹤0.01% | 2285 |
|
|
2014
Q4 | $42K | Sell |
256
-798
| -76% | -$131K | ﹤0.01% | 2101 |
|
|
2014
Q3 | $141K | Buy |
1,054
+229
| +28% | +$30.6K | ﹤0.01% | 1253 |
|
|
2014
Q2 | $109K | Buy |
825
+475
| +136% | +$62.8K | ﹤0.01% | 1369 |
|
|
2014
Q1 | $55K | Buy |
350
+199
| +132% | +$31.3K | ﹤0.01% | 1729 |
|
|
2013
Q4 | $36K | Buy |
151
+20
| +15% | +$4.77K | ﹤0.01% | 1812 |
|
|
2013
Q3 | $29K | Buy |
131
+86
| +191% | +$19K | ﹤0.01% | 1871 |
|
|
2013
Q2 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 2354 |
|