Valeo Financial Advisors’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
Q2 | – | Sell |
-293
| Closed | -$75K | – | 1901 |
|
|
2021
Q1 | $75K | Sell |
293
-27
| -8% | -$6.91K | ﹤0.01% | 687 |
|
|
2020
Q4 | $108K | Buy |
320
+85
| +36% | +$28.7K | 0.01% | 535 |
|
|
2020
Q3 | $64K | Buy |
235
+35
| +18% | +$9.53K | 0.01% | 567 |
|
|
2020
Q2 | $55K | Hold |
200
| – | – | 0.01% | 659 |
|
|
2020
Q1 | $27K | Buy |
200
+50
| +33% | +$6.75K | ﹤0.01% | 773 |
|
|
2019
Q4 | $22K | Hold |
150
| – | – | ﹤0.01% | 895 |
|
|
2019
Q3 | $19K | Hold |
150
| – | – | ﹤0.01% | 855 |
|
|
2019
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 868 |
|
|
2019
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 868 |
|
|
2018
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 917 |
|
|
2018
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 971 |
|