Montag & Associates’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86
| Closed | -$1.39K | – | 974 |
|
|
2023
Q4 | $1.39K | Sell |
86
-2,700
| -97% | -$43.7K | ﹤0.01% | 870 |
|
|
2023
Q3 | $47.4K | Hold |
2,786
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $48.5K | Hold |
2,786
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $44.6K | Buy |
2,786
+2,055
| +281% | +$32.9K | ﹤0.01% | 571 |
|
|
2022
Q4 | $10.8K | Sell |
731
-466
| -39% | -$6.86K | ﹤0.01% | 728 |
|
|
2022
Q3 | $20K | Sell |
1,197
-262
| -18% | -$4.38K | ﹤0.01% | 659 |
|
|
2022
Q2 | $19K | Hold |
1,459
| – | – | ﹤0.01% | 642 |
|
|
2022
Q1 | $26K | Buy |
1,459
+116
| +9% | +$2.07K | ﹤0.01% | 647 |
|
|
2021
Q4 | $39K | Buy |
1,343
+100
| +8% | +$2.9K | ﹤0.01% | 597 |
|
|
2021
Q3 | $35K | Buy |
1,243
+411
| +49% | +$11.6K | ﹤0.01% | 607 |
|
|
2021
Q2 | $35K | Buy |
832
+266
| +47% | +$11.2K | ﹤0.01% | 594 |
|
|
2021
Q1 | $28K | Buy |
+566
| New | +$28K | ﹤0.01% | 629 |
|