Carson Wealth (CWM LLC)’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-978
| Closed | -$77K | – | 4471 |
|
|
2022
Q4 | $77K | Buy |
978
+523
| +115% | +$41.2K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $27K | Buy |
455
+99
| +28% | +$5.88K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $20K | Buy |
356
+160
| +82% | +$8.99K | ﹤0.01% | 2135 |
|
|
2022
Q1 | $20K | Buy |
196
+147
| +300% | +$15K | ﹤0.01% | 2091 |
|
|
2021
Q4 | $8K | Buy |
+49
| New | +$8K | ﹤0.01% | 2507 |
|
|
2021
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2019
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 2702 |
|
|
2019
Q1 | $2K | Sell |
7
-27
| -79% | -$7.71K | ﹤0.01% | 2702 |
|
|
2018
Q4 | $2K | Buy |
34
+16
| +89% | +$941 | ﹤0.01% | 1807 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1781 |
|