WKWM
Walter & Keenan Wealth Management’s Groupon GRPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-60,000
| Closed | -$196K | – | 143 |
|
|
2015
Q3 | $196K | Sell |
60,000
-450
| -0.7% | -$1.47K | 0.12% | 127 |
|
|
2015
Q2 | $304K | Sell |
60,450
-157,500
| -72% | -$792K | 0.18% | 111 |
|
|
2015
Q1 | $1.57M | Hold |
217,950
| – | – | 0.89% | 43 |
|
|
2014
Q4 | $1.8M | Hold |
217,950
| – | – | 1.02% | 35 |
|
|
2014
Q3 | $1.46M | Buy |
217,950
+23,000
| +12% | +$154K | 0.85% | 40 |
|
|
2014
Q2 | $1.29M | Buy |
194,950
+80,500
| +70% | +$533K | 0.67% | 52 |
|
|
2014
Q1 | $897K | Buy |
+114,450
| New | +$897K | 0.49% | 61 |
|