Carson Wealth (CWM LLC)’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-978
| Closed | -$77K | – | 4485 |
|
|
2022
Q4 | $77K | Buy |
978
+523
| +115% | +$31.3K | ﹤0.01% | 1505 |
|
|
2022
Q3 | $27K | Buy |
455
+99
| +28% | +$6.49K | ﹤0.01% | 2040 |
|
|
2022
Q2 | $20K | Buy |
356
+160
| +82% | +$12.3K | ﹤0.01% | 2138 |
|
|
2022
Q1 | $20K | Buy |
196
+147
| +300% | +$17.8K | ﹤0.01% | 2094 |
|
|
2021
Q4 | $8K | Buy |
+49
| New | +$10.1K | ﹤0.01% | 2515 |
|
|
2021
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2732 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 2732 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2731 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2728 |
|
|
2020
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 2728 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2726 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2726 |
|
|
2019
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q1 | $2K | Sell |
7
-27
| -79% | -$2.31K | ﹤0.01% | 2721 |
|
|
2018
Q4 | $2K | Buy |
34
+16
| +89% | +$1.01K | ﹤0.01% | 1813 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1.25K | ﹤0.01% | 1785 |
|