Montag & Associates’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$238 | – | 962 |
|
|
2022
Q4 | $238 | Hold |
3
| – | – | ﹤0.01% | 936 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $0 | Sell |
3
-163
| -98% | – | ﹤0.01% | 894 |
|
|
2021
Q4 | $26K | Buy |
166
+128
| +337% | +$20K | ﹤0.01% | 652 |
|
|
2021
Q3 | $8K | Sell |
38
-7
| -16% | -$1.47K | ﹤0.01% | 747 |
|
|
2021
Q2 | $12K | Sell |
45
-3
| -6% | -$800 | ﹤0.01% | 717 |
|
|
2021
Q1 | $12K | Buy |
48
+15
| +45% | +$3.75K | ﹤0.01% | 716 |
|
|
2020
Q4 | $11K | Buy |
+33
| New | +$11K | ﹤0.01% | 703 |
|