Personal Capital Advisors’s Coupa Software Incorporated COUP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$857K	Buy	10,820 +20	+0.2%	+$1.2K	﹤0.01%	248
2022 Q3	$635K	Buy	10,800 +15	+0.1%	+$983	﹤0.01%	260
2022 Q2	$616K	Hold	10,785	–	–	﹤0.01%	262
2022 Q1	$1.1M	Hold	10,785	–	–	0.01%	243
2021 Q4	$1.71M	Sell	10,785 -12	-0.1%	-$2.47K	0.01%	236
2021 Q3	$2.37M	Sell	10,797 -29	-0.3%	-$6.81K	0.01%	219
2021 Q2	$2.84M	Buy	10,826 +57	+0.5%	+$14.1K	0.01%	215
2021 Q1	$2.74M	Sell	10,769 -325	-3%	-$102K	0.02%	216
2020 Q4	$3.76M	Hold	11,094	–	–	0.02%	206
2020 Q3	$3.04M	Hold	11,094	–	–	0.02%	211
2020 Q2	$3.07M	Hold	11,094	–	–	0.03%	192
2020 Q1	$1.55M	Buy	11,094 +78	+0.7%	+$12.1K	0.02%	214
2019 Q4	$1.61M	Hold	11,016	–	–	0.01%	218
2019 Q3	$1.43M	Buy	+11,016	New	+$1.53M	0.01%	214
2019 Q2	–	Sell	-11,032	Closed	-$1M	–	350
2019 Q1	$1M	Buy	11,032 +16	+0.1%	+$1.37K	0.01%	211
2018 Q4	$692K	Sell	11,016 -53	-0.5%	-$3.35K	0.01%	211
2018 Q3	$876K	Buy	11,069 +2,652	+32%	+$184K	0.01%	192
2018 Q2	$524K	Buy	8,417 +45	+0.5%	+$2.39K	0.01%	201
2018 Q1	$382K	Hold	8,372	–	–	0.01%	202
2017 Q4	$261K	Buy	+8,372	New	+$284K	﹤0.01%	217