Creative Planning’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,414
| Closed | -$270K | – | 2674 |
|
|
2022
Q4 | $270K | Buy |
+3,414
| New | +$270K | ﹤0.01% | 1782 |
|
|
2022
Q1 | – | Sell |
-2,166
| Closed | -$342K | – | 2389 |
|
|
2021
Q4 | $342K | Sell |
2,166
-20
| -0.9% | -$3.16K | ﹤0.01% | 1531 |
|
|
2021
Q3 | $479K | Buy |
2,186
+77
| +4% | +$16.9K | ﹤0.01% | 1331 |
|
|
2021
Q2 | $553K | Sell |
2,109
-318
| -13% | -$83.4K | ﹤0.01% | 1220 |
|
|
2021
Q1 | $618K | Buy |
2,427
+76
| +3% | +$19.4K | ﹤0.01% | 1267 |
|
|
2020
Q4 | $797K | Buy |
2,351
+1,297
| +123% | +$440K | ﹤0.01% | 1044 |
|
|
2020
Q3 | $289K | Buy |
1,054
+9
| +0.9% | +$2.47K | ﹤0.01% | 1416 |
|
|
2020
Q2 | $290K | Buy |
+1,045
| New | +$290K | ﹤0.01% | 1311 |
|