AIA
COUP
Affinity Investment Advisors’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,915
| Closed | -$988K | – | 165 |
|
|
2020
Q4 | $988K | Sell |
2,915
-344
| -11% | -$117K | 0.4% | 67 |
|
|
2020
Q3 | $894K | Sell |
3,259
-808
| -20% | -$222K | 0.39% | 63 |
|
|
2020
Q2 | $1.13M | Sell |
4,067
-605
| -13% | -$168K | 0.54% | 57 |
|
|
2020
Q1 | $653K | Buy |
4,672
+877
| +23% | +$123K | 0.33% | 64 |
|
|
2019
Q4 | $555K | Sell |
3,795
-770
| -17% | -$113K | 0.2% | 79 |
|
|
2019
Q3 | $591K | Sell |
4,565
-311
| -6% | -$40.3K | 0.19% | 67 |
|
|
2019
Q2 | $617K | Sell |
4,876
-851
| -15% | -$108K | 0.18% | 71 |
|
|
2019
Q1 | $521K | Sell |
5,727
-1,999
| -26% | -$182K | 0.11% | 75 |
|
|
2018
Q4 | $486K | Hold |
7,726
| – | – | 0.09% | 80 |
|
|
2018
Q3 | $611K | Buy |
7,726
+262
| +4% | +$20.7K | 0.08% | 79 |
|
|
2018
Q2 | $465K | Hold |
7,464
| – | – | 0.07% | 117 |
|
|
2018
Q1 | $341K | Buy |
+7,464
| New | +$341K | 0.04% | 146 |
|