EWM
Evercore Wealth Management’s Groupon GRPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-500
| Closed | -$3K | – | 1006 |
|
|
2015
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 1010 |
|
|
2015
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 935 |
|
|
2014
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 803 |
|
|
2014
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 901 |
|
|
2014
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 952 |
|
|
2014
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 871 |
|