CWM
COUP

Circle Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Circle Wealth Management’s Portfolio COUP Stock Details COUP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,590
Closed -$440K – 210
2020
Q2 		$440K Buy
+1,590
New +$440K 0.08% 120