JPLA
Joseph P. Lucia & Associates’s Groupon GRPN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-744
| Closed | -$17K | – | 285 |
|
2021
Q3 | $17K | Sell |
744
-35
| -4% | -$800 | 0.01% | 326 |
|
2021
Q2 | $34K | Hold |
779
| – | – | 0.02% | 252 |
|
2021
Q1 | $39K | Buy |
779
+35
| +5% | +$1.75K | 0.02% | 223 |
|
2020
Q4 | $28K | Buy |
+744
| New | +$28K | 0.02% | 235 |
|
2020
Q3 | – | Sell |
-744
| Closed | -$13K | – | 226 |
|
2020
Q2 | $13K | Sell |
744
-14,152
| -95% | -$247K | 0.01% | 287 |
|
2020
Q1 | $15K | Sell |
14,896
-2,525
| -14% | -$2.54K | 0.02% | 251 |
|
2019
Q4 | $42K | Sell |
17,421
-2,500
| -13% | -$6.03K | 0.04% | 190 |
|
2019
Q3 | $53K | Hold |
19,921
| – | – | 0.05% | 165 |
|
2019
Q2 | $71K | Buy |
+19,921
| New | +$71K | 0.07% | 143 |
|