Elevated Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,959
| Closed | -$644K | – | 177 |
|
|
2022
Q3 | $644K | Buy |
+10,959
| New | +$644K | 0.25% | 113 |
|
|
2022
Q1 | $885K | Buy |
+8,707
| New | +$885K | 0.29% | 108 |
|
|
2021
Q3 | $1.26M | Buy |
+5,758
| New | +$1.26M | 0.44% | 70 |
|
|
2021
Q1 | $922K | Buy |
3,568
+321
| +10% | +$82.9K | 0.36% | 92 |
|
|
2020
Q4 | $1.1M | Buy |
3,247
+187
| +6% | +$63.4K | 0.48% | 66 |
|
|
2020
Q3 | $842K | Sell |
3,060
-394
| -11% | -$108K | 0.39% | 94 |
|
|
2020
Q2 | $1.13M | Buy |
+3,454
| New | +$1.13M | 0.53% | 63 |
|