Fortis Capital Advisors’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,012
| Closed | -$731K | – | 263 |
|
|
2024
Q4 | $731K | Buy |
+33,012
| New | +$731K | 0.25% | 83 |
|
|
2024
Q3 | – | Sell |
-35,921
| Closed | -$753K | – | 180 |
|
|
2024
Q2 | $753K | Buy |
35,921
+19,319
| +116% | +$405K | 0.27% | 75 |
|
|
2024
Q1 | $295K | Buy |
+16,602
| New | +$295K | 0.12% | 140 |
|