EverSource Wealth Advisors’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.3K | Buy |
3,316
+1,395
| +73% | +$41.8K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $42.1K | Buy |
1,921
+545
| +40% | +$12K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $30.2K | Sell |
1,376
-42
| -3% | -$923 | ﹤0.01% | 1408 |
|
|
2024
Q3 | $34.8K | Buy |
1,418
+249
| +21% | +$6.11K | ﹤0.01% | 1225 |
|
|
2024
Q2 | $24.3K | Buy |
1,169
+168
| +17% | +$3.49K | ﹤0.01% | 1410 |
|
|
2024
Q1 | $22.5K | Sell |
1,001
-832
| -45% | -$18.7K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $29.7K | Buy |
1,833
+271
| +17% | +$4.39K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $26.6K | Buy |
1,562
+322
| +26% | +$5.47K | ﹤0.01% | 1030 |
|
|
2023
Q2 | $21.6K | Sell |
1,240
-1,253
| -50% | -$21.8K | ﹤0.01% | 1128 |
|
|
2023
Q1 | $39.9K | Sell |
2,493
-1,054
| -30% | -$16.9K | 0.01% | 869 |
|
|
2022
Q4 | $52.2K | Buy |
3,547
+500
| +16% | +$7.36K | 0.01% | 746 |
|
|
2022
Q3 | $51K | Buy |
+3,047
| New | +$51K | 0.01% | 627 |
|