RWP
COUP
Ridgecrest Wealth Partners’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,100
| Closed | -$823K | – | 113 |
|
|
2022
Q1 | $823K | Buy |
+8,100
| New | +$823K | 0.52% | 41 |
|
|
2021
Q4 | – | Sell |
-4,600
| Closed | -$1.01M | – | 126 |
|
|
2021
Q3 | $1.01M | Buy |
4,600
+750
| +19% | +$164K | 0.55% | 43 |
|
|
2021
Q2 | $1.01M | Buy |
+3,850
| New | +$1.01M | 0.63% | 41 |
|