PMFA
Plante Moran Financial Advisors’s Groupon GRPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-100,000
| Closed | -$326K | – | 965 |
|
|
2015
Q3 | $326K | Sell |
100,000
-2,000
| -2% | -$6.52K | 0.26% | 76 |
|
|
2015
Q2 | $513K | Hold |
102,000
| – | – | 0.37% | 58 |
|
|
2015
Q1 | $735K | Hold |
102,000
| – | – | 0.51% | 46 |
|
|
2014
Q4 | $843K | Sell |
102,000
-50,000
| -33% | -$413K | 0.62% | 34 |
|
|
2014
Q3 | $1.02M | Hold |
152,000
| – | – | 0.89% | 27 |
|
|
2014
Q2 | $1.01M | Sell |
152,000
-54,200
| -26% | -$359K | 0.9% | 26 |
|
|
2014
Q1 | $1.62M | Hold |
206,200
| – | – | 1.76% | 13 |
|
|
2013
Q4 | $2.43M | Sell |
206,200
-143,800
| -41% | -$1.69M | 1.36% | 8 |
|
|
2013
Q3 | $3.92M | Sell |
350,000
-150,000
| -30% | -$1.68M | 2.4% | 3 |
|
|
2013
Q2 | $4.28M | Buy |
+500,000
| New | +$4.28M | 3.16% | 3 |
|