SWA
Sax Wealth Advisors’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63,696
| Closed | -$1.4M | – | 367 |
|
|
2024
Q4 | $1.4M | Sell |
63,696
-1,329
| -2% | -$29.2K | 0.11% | 92 |
|
|
2024
Q3 | $1.6M | Buy |
65,025
+2
| +0% | +$49 | 0.14% | 67 |
|
|
2024
Q2 | $1.36M | Buy |
65,023
+1,370
| +2% | +$28.7K | 0.13% | 75 |
|
|
2024
Q1 | $1.13M | Buy |
63,653
+3,822
| +6% | +$68K | 0.13% | 69 |
|
|
2023
Q4 | $969K | Buy |
59,831
+44,247
| +284% | +$716K | 0.16% | 74 |
|
|
2023
Q3 | $265K | Buy |
+15,584
| New | +$265K | 0.05% | 147 |
|