B. Riley Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,206
| Closed | -$315K | – | 1493 |
|
|
2021
Q2 | $315K | Sell |
1,206
-46
| -4% | -$12K | 0.01% | 998 |
|
|
2021
Q1 | $334K | Buy |
1,252
+264
| +27% | +$70.4K | 0.01% | 943 |
|
|
2020
Q4 | $336K | Sell |
988
-6
| -0.6% | -$2.04K | 0.02% | 698 |
|
|
2020
Q3 | $274K | Buy |
+994
| New | +$274K | 0.01% | 736 |
|
|
2019
Q2 | – | Sell |
-2,740
| Closed | -$250K | – | 845 |
|
|
2019
Q1 | $250K | Buy |
+2,740
| New | +$250K | 0.03% | 571 |
|