TWA
TCI Wealth Advisors’s Groupon GRPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$211 | – | 1034 |
|
|
2023
Q1 | $211 | Hold |
50
| – | – | ﹤0.01% | 2330 |
|
|
2022
Q4 | $429 | Hold |
50
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2380 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2141 |
|
|
2022
Q1 | $1K | Sell |
50
-171
| -77% | -$3.42K | ﹤0.01% | 2105 |
|
|
2021
Q4 | $5K | Buy |
221
+171
| +342% | +$3.87K | ﹤0.01% | 1653 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2253 |
|
|
2021
Q2 | $2K | Sell |
50
-32
| -39% | -$1.28K | ﹤0.01% | 1995 |
|
|
2021
Q1 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 1354 |
|
|
2019
Q3 | – | Sell |
-115
| Closed | – | – | 1534 |
|
|
2019
Q2 | $0 | Buy |
+115
| New | – | ﹤0.01% | 1467 |
|
|
2017
Q2 | – | Sell |
-148
| Closed | -$1K | – | 1356 |
|
|
2017
Q1 | $1K | Sell |
148
-267
| -64% | -$1.8K | ﹤0.01% | 1096 |
|
|
2016
Q4 | $1K | Buy |
+415
| New | +$1K | ﹤0.01% | 1165 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$9K | – | 1358 |
|
|
2015
Q4 | $9K | Hold |
3,000
| – | – | 0.01% | 603 |
|
|
2015
Q3 | $10K | Hold |
3,000
| – | – | 0.01% | 509 |
|
|
2015
Q2 | $15K | Sell |
3,000
-85
| -3% | -$425 | 0.01% | 453 |
|
|
2015
Q1 | $22K | Buy |
3,085
+85
| +3% | +$606 | 0.01% | 340 |
|
|
2014
Q4 | $25K | Hold |
3,000
| – | – | 0.02% | 328 |
|
|
2014
Q3 | $20K | Hold |
3,000
| – | – | 0.01% | 334 |
|
|
2014
Q2 | $20K | Buy |
+3,000
| New | +$20K | 0.01% | 344 |
|