BSW Wealth Partners’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
8,016
-1,845
| -19% | -$55.3K | 0.03% | 281 |
|
|
2025
Q1 | $216K | Sell |
9,861
-2,295
| -19% | -$50.3K | 0.03% | 282 |
|
|
2024
Q4 | $267K | Hold |
12,156
| – | – | 0.04% | 251 |
|
|
2024
Q3 | $298K | Sell |
12,156
-1,500
| -11% | -$36.8K | 0.04% | 224 |
|
|
2024
Q2 | $286K | Hold |
13,656
| – | – | 0.05% | 218 |
|
|
2024
Q1 | $243K | Hold |
13,656
| – | – | 0.04% | 248 |
|
|
2023
Q4 | $221K | Sell |
13,656
-910
| -6% | -$14.7K | 0.04% | 249 |
|
|
2023
Q3 | $248K | Hold |
14,566
| – | – | 0.06% | 206 |
|
|
2023
Q2 | $253K | Sell |
14,566
-4,064
| -22% | -$70.7K | 0.05% | 211 |
|
|
2023
Q1 | $298K | Sell |
18,630
-80
| -0.4% | -$1.28K | 0.06% | 219 |
|
|
2022
Q4 | $275K | Buy |
18,710
+205
| +1% | +$3.01K | 0.06% | 232 |
|
|
2022
Q3 | $308K | Buy |
18,505
+45
| +0.2% | +$749 | 0.08% | 176 |
|
|
2022
Q2 | $235K | Hold |
18,460
| – | – | 0.06% | 228 |
|
|
2022
Q1 | $326K | Hold |
18,460
| – | – | 0.08% | 192 |
|
|
2021
Q4 | $542K | Buy |
+18,460
| New | +$542K | 0.14% | 108 |
|