Steward Partners Investment Advisory’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-367
| Closed | -$29.1K | – | 3463 |
|
|
2022
Q4 | $29.1K | Sell |
367
-166
| -31% | -$13.1K | ﹤0.01% | 2067 |
|
|
2022
Q3 | $31K | Sell |
533
-22
| -4% | -$1.28K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $32K | Sell |
555
-41
| -7% | -$2.36K | ﹤0.01% | 2010 |
|
|
2022
Q1 | $61K | Sell |
596
-140
| -19% | -$14.3K | ﹤0.01% | 1825 |
|
|
2021
Q4 | $116K | Sell |
736
-277
| -27% | -$43.7K | ﹤0.01% | 1537 |
|
|
2021
Q3 | $222K | Buy |
1,013
+447
| +79% | +$98K | ﹤0.01% | 1232 |
|
|
2021
Q2 | $148K | Sell |
566
-564
| -50% | -$147K | ﹤0.01% | 1797 |
|
|
2021
Q1 | $288K | Buy |
1,130
+495
| +78% | +$126K | 0.01% | 1108 |
|
|
2020
Q4 | $215K | Buy |
635
+75
| +13% | +$25.4K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $154K | Buy |
560
+165
| +42% | +$45.4K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $109K | Hold |
395
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q1 | $55K | Buy |
395
+225
| +132% | +$31.3K | ﹤0.01% | 1224 |
|
|
2019
Q4 | $24K | Hold |
170
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q3 | $22K | Buy |
170
+150
| +750% | +$19.4K | ﹤0.01% | 1696 |
|
|
2019
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2484 |
|