Patriot Financial Group Insurance Agency’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2097 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2225 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$2K | – | 2299 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1994 |
|
|
2021
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 1896 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 1746 |
|
|
2021
Q1 | $4K | Sell |
14
-41
| -75% | -$11.7K | ﹤0.01% | 1659 |
|
|
2020
Q4 | $19K | Hold |
55
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q3 | $15K | Hold |
55
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $15K | Buy |
55
+2
| +4% | +$545 | 0.01% | 844 |
|
|
2020
Q1 | $7K | Buy |
53
+50
| +1,667% | +$6.6K | ﹤0.01% | 994 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1495 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$40K | – | 1514 |
|
|
2019
Q2 | $40K | Buy |
+300
| New | +$40K | 0.02% | 473 |
|