Reilly Financial 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 |
-12
| Closed | -$1K | – | 1006 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 903 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 878 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 797 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 794 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 761 |
|
|
2016
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 860 |
|
|
2015
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 875 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1204 |
|
|
2015
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1290 |
|
|
2015
Q1 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 1169 |
|
|
2014
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 756 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 805 |
|
|
2014
Q2 | $1K | Sell |
10
-40
| -80% | -$4K | ﹤0.01% | 815 |
|
|
2014
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 588 |
|
|
2013
Q4 | – | Sell |
-5
| Closed | -$1K | – | 847 |
|
|
2013
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 725 |
|