BerganKDV Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10
Closed -$1K 1127
2022
Q3
$1K Sell
10
-13
-57% -$1.3K ﹤0.01% 952
2022
Q2
$1K Buy
23
+10
+77% +$435 ﹤0.01% 961
2022
Q1
$1K Sell
13
-6
-32% -$462 ﹤0.01% 985
2021
Q4
$3K Buy
19
+3
+19% +$474 ﹤0.01% 891
2021
Q3
$4K Hold
16
﹤0.01% 801
2021
Q2
$4K Hold
16
﹤0.01% 746
2021
Q1
$4K Sell
16
-8
-33% -$2K ﹤0.01% 715
2020
Q4
$8K Buy
24
+13
+118% +$4.33K ﹤0.01% 607
2020
Q3
$3K Hold
11
﹤0.01% 671
2020
Q2
$3K Hold
11
﹤0.01% 725
2020
Q1
$2K Buy
11
+8
+267% +$1.46K ﹤0.01% 766
2019
Q4
$0 Buy
+3
New ﹤0.01% 987