AAM
COUP
Advisors Asset Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-632
| Closed | -$50K | – | 1513 |
|
|
2022
Q4 | $50K | Sell |
632
-212
| -25% | -$16.8K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $50K | Sell |
844
-80
| -9% | -$4.74K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $53K | Sell |
924
-41
| -4% | -$2.35K | ﹤0.01% | 1366 |
|
|
2022
Q1 | $98K | Buy |
965
+350
| +57% | +$35.5K | ﹤0.01% | 1347 |
|
|
2021
Q4 | $97K | Buy |
615
+440
| +251% | +$69.4K | ﹤0.01% | 1383 |
|
|
2021
Q3 | $38K | Buy |
+175
| New | +$38K | ﹤0.01% | 1417 |
|
|
2021
Q2 | – | Sell |
-755
| Closed | -$192K | – | 1518 |
|
|
2021
Q1 | $192K | Sell |
755
-185
| -20% | -$47K | ﹤0.01% | 1220 |
|
|
2020
Q4 | $319K | Sell |
940
-258
| -22% | -$87.6K | 0.01% | 1093 |
|
|
2020
Q3 | $329K | Sell |
1,198
-374
| -24% | -$103K | 0.01% | 1044 |
|
|
2020
Q2 | $436K | Sell |
1,572
-412
| -21% | -$114K | 0.01% | 936 |
|
|
2020
Q1 | $277K | Buy |
1,984
+318
| +19% | +$44.4K | 0.01% | 1026 |
|
|
2019
Q4 | $244K | Buy |
+1,666
| New | +$244K | ﹤0.01% | 1157 |
|