Optimum Investment Advisors’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
6,200
| – | – | 0.08% | 183 |
|
|
2025
Q1 | $136K | Sell |
6,200
-2,500
| -29% | -$54.8K | 0.06% | 209 |
|
|
2024
Q4 | $191K | Buy |
8,700
+400
| +5% | +$8.79K | 0.08% | 181 |
|
|
2024
Q3 | $204K | Hold |
8,300
| – | – | 0.09% | 185 |
|
|
2024
Q2 | $174K | Hold |
8,300
| – | – | 0.08% | 199 |
|
|
2024
Q1 | $148K | Buy |
+8,300
| New | +$148K | 0.07% | 218 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$59K | – | 841 |
|
|
2021
Q4 | $59K | Buy |
+2,000
| New | +$59K | 0.02% | 432 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$21K | – | 838 |
|
|
2021
Q2 | $21K | Sell |
500
-1,860
| -79% | -$78.1K | 0.01% | 647 |
|
|
2021
Q1 | $116K | Buy |
+2,360
| New | +$116K | 0.03% | 341 |
|