Charles Schwab Trust’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-842
| Closed | -$221K | – | 186 |
|
|
2021
Q2 | $221K | Hold |
842
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $221K | Hold |
842
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $285K | Hold |
842
| – | – | 0.07% | 151 |
|
|
2020
Q3 | $231K | Hold |
842
| – | – | 0.07% | 137 |
|
|
2020
Q2 | $233K | Buy |
+842
| New | +$233K | 0.08% | 132 |
|