IWA
Inspirion Wealth Advisors’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
134,314
+400
| +0.3% | +$12K | 0.53% | 25 |
|
|
2025
Q1 | $2.94M | Hold |
133,914
| – | – | 0.41% | 27 |
|
|
2024
Q4 | $3.05M | Sell |
133,914
-2,000
| -1% | -$45.5K | 0.43% | 27 |
|
|
2024
Q3 | $3.34M | Hold |
135,914
| – | – | 0.47% | 25 |
|
|
2024
Q2 | $2.85M | Hold |
135,914
| – | – | 0.44% | 27 |
|
|
2024
Q1 | $2.42M | Sell |
135,914
-381,512
| -74% | -$6.79M | 0.4% | 29 |
|
|
2023
Q4 | $8.14M | Sell |
517,426
-2,750
| -0.5% | -$43.3K | 1.47% | 16 |
|
|
2023
Q3 | $8.84M | Sell |
520,176
-227,000
| -30% | -$3.86M | 1.72% | 16 |
|
|
2023
Q2 | $13M | Hold |
747,176
| – | – | 2.49% | 14 |
|
|
2023
Q1 | $12M | Buy |
747,176
+59
| +0% | +$944 | 2.4% | 14 |
|
|
2022
Q4 | $11M | Sell |
747,117
-206,028
| -22% | -$3.03M | 2.33% | 13 |
|
|
2022
Q3 | $15.9M | Buy |
953,145
+100
| +0% | +$1.67K | 3.58% | 12 |
|
|
2022
Q2 | $12.2M | Buy |
953,045
+17,674
| +2% | +$225K | 2.67% | 13 |
|
|
2022
Q1 | $16.5M | Sell |
935,371
-161,512
| -15% | -$2.86M | 3.39% | 11 |
|
|
2021
Q4 | $32.2M | Sell |
1,096,883
-5,830
| -0.5% | -$171K | 6.79% | 5 |
|
|
2021
Q3 | $30.7M | Buy |
+1,102,713
| New | +$30.7M | 7.07% | 5 |
|