B. Riley Wealth Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,631
| Closed | -$796K | – | 704 |
|
|
2021
Q3 | $796K | Buy |
3,631
+2,465
| +211% | +$540K | 0.06% | 258 |
|
|
2021
Q2 | $306K | Sell |
1,166
-48
| -4% | -$12.6K | 0.03% | 310 |
|
|
2021
Q1 | $309K | Sell |
1,214
-25
| -2% | -$6.36K | 0.04% | 296 |
|
|
2020
Q4 | $420K | Sell |
1,239
-163
| -12% | -$55.3K | 0.05% | 232 |
|
|
2020
Q3 | $384K | Buy |
1,402
+594
| +74% | +$163K | 0.05% | 264 |
|
|
2020
Q2 | $224K | Buy |
+808
| New | +$224K | 0.02% | 353 |
|
|
2019
Q3 | – | Sell |
-1,600
| Closed | -$203 | – | 440 |
|
|
2019
Q2 | $203 | Buy |
+1,600
| New | +$203 | 0.03% | 353 |
|