LWM
COUP
Lyell Wealth 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 |
-3,068
| Closed | -$312K | – | 203 |
|
|
2022
Q1 | $312K | Sell |
3,068
-4,832
| -61% | -$491K | 0.04% | 168 |
|
|
2021
Q4 | $1.25M | Sell |
7,900
-3,262
| -29% | -$516K | 0.14% | 97 |
|
|
2021
Q3 | $2.45M | Sell |
11,162
-794
| -7% | -$174K | 0.3% | 80 |
|
|
2021
Q2 | $3.13M | Sell |
11,956
-2,211
| -16% | -$580K | 0.39% | 76 |
|
|
2021
Q1 | $3.61M | Sell |
14,167
-2,076
| -13% | -$528K | 0.53% | 68 |
|
|
2020
Q4 | $5.51M | Buy |
16,243
+321
| +2% | +$109K | 0.88% | 48 |
|
|
2020
Q3 | $4.37M | Buy |
15,922
+3,268
| +26% | +$896K | 0.82% | 50 |
|
|
2020
Q2 | $3.51M | Buy |
+12,654
| New | +$3.51M | 0.77% | 54 |
|