FIM
COUP
Fernwood Investment Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,875
| Closed | -$386K | – | 189 |
|
|
2022
Q4 | $386K | Sell |
4,875
-125
| -3% | -$9.9K | 0.16% | 132 |
|
|
2022
Q3 | $294K | Buy |
5,000
+100
| +2% | +$5.88K | 0.12% | 143 |
|
|
2022
Q2 | $280K | Sell |
4,900
-1,940
| -28% | -$111K | 0.12% | 147 |
|
|
2022
Q1 | $695K | Buy |
6,840
+213
| +3% | +$21.6K | 0.24% | 106 |
|
|
2021
Q4 | $1.05M | Buy |
6,627
+582
| +10% | +$92K | 0.34% | 85 |
|
|
2021
Q3 | $1.33M | Buy |
6,045
+30
| +0.5% | +$6.58K | 0.46% | 66 |
|
|
2021
Q2 | $1.58M | Buy |
6,015
+65
| +1% | +$17K | 0.52% | 56 |
|
|
2021
Q1 | $1.51M | Buy |
5,950
+150
| +3% | +$38.2K | 0.56% | 52 |
|
|
2020
Q4 | $1.97M | Buy |
5,800
+100
| +2% | +$33.9K | 0.78% | 35 |
|
|
2020
Q3 | $1.56M | Sell |
5,700
-250
| -4% | -$68.6K | 0.74% | 39 |
|
|
2020
Q2 | $1.65M | Sell |
5,950
-200
| -3% | -$55.4K | 0.81% | 35 |
|
|
2020
Q1 | $859K | Buy |
6,150
+425
| +7% | +$59.4K | 0.55% | 54 |
|
|
2019
Q4 | $837K | Buy |
5,725
+475
| +9% | +$69.4K | 0.4% | 64 |
|
|
2019
Q3 | $680K | Buy |
+5,250
| New | +$680K | 0.34% | 76 |
|