SSWM
COUP
Sheets Smith Wealth Management’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,382
| Closed | -$953K | – | 358 |
|
|
2022
Q1 | $953K | Sell |
9,382
-275
| -3% | -$27.9K | 0.13% | 147 |
|
|
2021
Q4 | $1.53M | Hold |
9,657
| – | – | 0.19% | 116 |
|
|
2021
Q3 | $2.12M | Hold |
9,657
| – | – | 0.29% | 87 |
|
|
2021
Q2 | $2.53M | Sell |
9,657
-200
| -2% | -$52.4K | 0.34% | 74 |
|
|
2021
Q1 | $2.51M | Hold |
9,857
| – | – | 0.37% | 75 |
|
|
2020
Q4 | $3.34M | Sell |
9,857
-100
| -1% | -$33.9K | 0.51% | 56 |
|
|
2020
Q3 | $2.73M | Sell |
9,957
-1,020
| -9% | -$280K | 0.48% | 60 |
|
|
2020
Q2 | $3.04M | Sell |
10,977
-1,550
| -12% | -$429K | 0.61% | 43 |
|
|
2020
Q1 | $1.75M | Sell |
12,527
-2,762
| -18% | -$386K | 0.37% | 70 |
|
|
2019
Q4 | $2.23M | Sell |
15,289
-129
| -0.8% | -$18.8K | 0.43% | 62 |
|
|
2019
Q3 | $2M | Buy |
15,418
+42
| +0.3% | +$5.44K | 0.41% | 66 |
|
|
2019
Q2 | $1.95M | Buy |
15,376
+7,676
| +100% | +$972K | 0.4% | 78 |
|
|
2019
Q1 | $701K | Buy |
+7,700
| New | +$701K | 0.15% | 158 |
|