CWM
COUP
Cabot Wealth Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,742
| Closed | -$2.62M | – | 165 |
|
|
2020
Q4 | $2.62M | Sell |
7,742
-9,542
| -55% | -$3.23M | 0.4% | 62 |
|
|
2020
Q3 | $4.74M | Sell |
17,284
-63
| -0.4% | -$17.3K | 0.86% | 46 |
|
|
2020
Q2 | $4.81M | Sell |
17,347
-1,093
| -6% | -$303K | 0.96% | 40 |
|
|
2020
Q1 | $2.58M | Sell |
18,440
-192
| -1% | -$26.8K | 0.62% | 54 |
|
|
2019
Q4 | $2.73M | Sell |
18,632
-330
| -2% | -$48.3K | 0.53% | 60 |
|
|
2019
Q3 | $2.46M | Sell |
18,962
-105
| -0.6% | -$13.6K | 0.52% | 61 |
|
|
2019
Q2 | $2.41M | Sell |
19,067
-399
| -2% | -$50.5K | 0.51% | 61 |
|
|
2019
Q1 | $1.77M | Buy |
19,466
+198
| +1% | +$18K | 0.39% | 65 |
|
|
2018
Q4 | $1.21M | Buy |
+19,268
| New | +$1.21M | 0.3% | 76 |
|