AE Wealth Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,018
| Closed | -$2.64M | – | 1864 |
|
|
2022
Q1 | $2.64M | Sell |
26,018
-9,938
| -28% | -$1.01M | 0.02% | 630 |
|
|
2021
Q4 | $5.68M | Buy |
35,956
+4,183
| +13% | +$661K | 0.04% | 392 |
|
|
2021
Q3 | $6.96M | Buy |
31,773
+8,417
| +36% | +$1.84M | 0.06% | 301 |
|
|
2021
Q2 | $6.12M | Buy |
23,356
+1,627
| +7% | +$426K | 0.05% | 317 |
|
|
2021
Q1 | $5.53M | Buy |
21,729
+6,040
| +38% | +$1.54M | 0.06% | 297 |
|
|
2020
Q4 | $5.32M | Buy |
15,689
+5,220
| +50% | +$1.77M | 0.06% | 266 |
|
|
2020
Q3 | $2.87M | Buy |
10,469
+3,677
| +54% | +$1.01M | 0.04% | 337 |
|
|
2020
Q2 | $1.88M | Buy |
6,792
+3,746
| +123% | +$1.04M | 0.03% | 428 |
|
|
2020
Q1 | $426K | Buy |
+3,046
| New | +$426K | 0.01% | 730 |
|