Prio Wealth Limited Partnership’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-800
| Closed | -$210K | – | 282 |
|
|
2021
Q2 | $210K | Hold |
800
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $204K | Hold |
800
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $271K | Hold |
800
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $219K | Hold |
800
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $222K | Sell |
800
-28,677
| -97% | -$7.96M | 0.01% | 241 |
|
|
2020
Q1 | $4.12M | Sell |
29,477
-435
| -1% | -$60.8K | 0.23% | 78 |
|
|
2019
Q4 | $4.38M | Sell |
29,912
-220
| -0.7% | -$32.2K | 0.19% | 81 |
|
|
2019
Q3 | $3.9M | Sell |
30,132
-34,833
| -54% | -$4.51M | 0.18% | 84 |
|
|
2019
Q2 | $8.23M | Buy |
64,965
+160
| +0.2% | +$20.3K | 0.38% | 69 |
|
|
2019
Q1 | $5.9M | Buy |
64,805
+3,600
| +6% | +$327K | 0.28% | 76 |
|
|
2018
Q4 | $3.85M | Sell |
61,205
-3,995
| -6% | -$251K | 0.21% | 85 |
|
|
2018
Q3 | $5.16M | Buy |
+65,200
| New | +$5.16M | 0.23% | 84 |
|