Clearstead Advisors’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2K | Sell |
1,507
-66
| -4% | -$1.98K | ﹤0.01% | 1315 |
|
|
2025
Q1 | $34.5K | Buy |
1,573
+45
| +3% | +$987 | ﹤0.01% | 1263 |
|
|
2024
Q4 | $33.6K | Hold |
1,528
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q3 | $37.5K | Buy |
1,528
+1,094
| +252% | +$26.9K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $9.09K | Buy |
434
+364
| +520% | +$7.63K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $1.56K | Sell |
70
-1,846
| -96% | -$41K | ﹤0.01% | 1348 |
|
|
2023
Q4 | $31K | Sell |
1,916
-1,916
| -50% | -$31K | ﹤0.01% | 859 |
|
|
2023
Q3 | $65.1K | Buy |
3,832
+1,916
| +100% | +$32.6K | ﹤0.01% | 834 |
|
|
2023
Q2 | $33.3K | Sell |
1,916
-400
| -17% | -$6.96K | ﹤0.01% | 813 |
|
|
2023
Q1 | $37.1K | Hold |
2,316
| – | – | ﹤0.01% | 724 |
|
|
2022
Q4 | $34.1K | Hold |
2,316
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $39K | Hold |
2,316
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $30K | Hold |
2,316
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $41K | Buy |
2,316
+270
| +13% | +$4.78K | ﹤0.01% | 716 |
|
|
2021
Q4 | $60K | Buy |
2,046
+200
| +11% | +$5.87K | ﹤0.01% | 621 |
|
|
2021
Q3 | $51K | Buy |
+1,846
| New | +$51K | ﹤0.01% | 605 |
|