KCM Investment Advisors’s Groupon GRPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,400
| Closed | -$261K | – | 528 |
|
|
2017
Q2 | $261K | Hold |
3,400
| – | – | 0.02% | 463 |
|
|
2017
Q1 | $267K | Hold |
3,400
| – | – | 0.02% | 463 |
|
|
2016
Q4 | $226K | Hold |
3,400
| – | – | 0.02% | 488 |
|
|
2016
Q3 | $350K | Hold |
3,400
| – | – | 0.02% | 425 |
|
|
2016
Q2 | $221K | Hold |
3,400
| – | – | 0.02% | 489 |
|
|
2016
Q1 | $271K | Buy |
+3,400
| New | +$271K | 0.02% | 434 |
|