BWA
COUP
Bordeaux Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-98,521
| Closed | -$7.8M | – | 103 |
|
|
2022
Q4 | $7.8M | Hold |
98,521
| – | – | 4.28% | 7 |
|
|
2022
Q3 | $5.79M | Hold |
98,521
| – | – | 3.64% | 9 |
|
|
2022
Q2 | $5.63M | Sell |
98,521
-30
| -0% | -$1.71K | 3.88% | 7 |
|
|
2022
Q1 | $10M | Buy |
98,551
+5
| +0% | +$508 | 5.4% | 5 |
|
|
2021
Q4 | $15.6M | Buy |
98,546
+25
| +0% | +$3.95K | 7.15% | 2 |
|
|
2021
Q3 | $21.6M | Sell |
98,521
-3,800
| -4% | -$833K | 12.24% | 1 |
|
|
2021
Q2 | $26.8M | Sell |
102,321
-2,000
| -2% | -$524K | 15.41% | 1 |
|
|
2021
Q1 | $26.5M | Sell |
104,321
-2,800
| -3% | -$713K | 18.42% | 1 |
|
|
2020
Q4 | $36.3M | Buy |
+107,121
| New | +$36.3M | 27.3% | 1 |
|