American Trust’s Coupa Software Incorporated COUP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,177
Closed -$296K 483
2022
Q2
$296K Sell
5,177
-1,592
-24% -$91K 0.02% 315
2022
Q1
$688K Buy
6,769
+1,150
+20% +$117K 0.05% 193
2021
Q4
$888K Buy
+5,619
New +$888K 0.07% 115