NIM
COUP
Needham Investment 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 |
-2,500
| Closed | -$254K | – | 131 |
|
2022
Q1 | $254K | Hold |
2,500
| – | – | 0.04% | 117 |
|
2021
Q4 | $395K | Hold |
2,500
| – | – | 0.05% | 109 |
|
2021
Q3 | $548K | Hold |
2,500
| – | – | 0.07% | 104 |
|
2021
Q2 | $655K | Hold |
2,500
| – | – | 0.1% | 99 |
|
2021
Q1 | $636K | Hold |
2,500
| – | – | 0.09% | 103 |
|
2020
Q4 | $847K | Hold |
2,500
| – | – | 0.14% | 89 |
|
2020
Q3 | $686K | Sell |
2,500
-500
| -17% | -$137K | 0.14% | 84 |
|
2020
Q2 | $831K | Sell |
3,000
-500
| -14% | -$139K | 0.18% | 76 |
|
2020
Q1 | $489K | Sell |
3,500
-2,200
| -39% | -$307K | 0.14% | 88 |
|
2019
Q4 | $834K | Sell |
5,700
-300
| -5% | -$43.9K | 0.23% | 66 |
|
2019
Q3 | $777K | Hold |
6,000
| – | – | 0.25% | 57 |
|
2019
Q2 | $760K | Hold |
6,000
| – | – | 0.25% | 60 |
|
2019
Q1 | $546K | Hold |
6,000
| – | – | 0.19% | 62 |
|
2018
Q4 | $377K | Sell |
6,000
-2,000
| -25% | -$126K | 0.14% | 65 |
|
2018
Q3 | $633K | Hold |
8,000
| – | – | 0.19% | 68 |
|
2018
Q2 | $498K | Sell |
8,000
-1,500
| -16% | -$93.4K | 0.14% | 75 |
|
2018
Q1 | $434K | Buy |
9,500
+600
| +7% | +$27.4K | 0.12% | 74 |
|
2017
Q4 | $278K | Buy |
+8,900
| New | +$278K | 0.07% | 84 |
|