GeoWealth Management’s Coupa Software Incorporated COUP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-835
Closed -$85K 419
2022
Q1
$85K Buy
835
+62
+8% +$6.31K 0.01% 329
2021
Q4
$122K Buy
773
+123
+19% +$19.4K 0.01% 296
2021
Q3
$142K Buy
+650
New +$142K 0.01% 305