GWMIA
COUP
Global Wealth Management Investment Advisory’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-140
| Closed | -$39K | – | 660 |
|
|
2020
Q2 | $39K | Sell |
140
-10
| -7% | -$2.79K | 0.02% | 213 |
|
|
2020
Q1 | $21K | Hold |
150
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $22K | Hold |
150
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $19K | Hold |
150
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $19K | Hold |
150
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $14K | Sell |
150
-50
| -25% | -$4.67K | 0.01% | 343 |
|
|
2018
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 352 |
|