AJ Wealth Strategies’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $615K | Buy |
8,589
+145
| +2% | +$10.4K | 0.03% | 166 |
|
|
2023
Q1 | $571K | Sell |
8,444
-10,442
| -55% | -$706K | 0.03% | 165 |
|
|
2022
Q4 | $668K | Buy |
18,886
+4,012
| +27% | +$142K | 0.04% | 161 |
|
|
2022
Q3 | $959K | Hold |
14,874
| – | – | 0.06% | 130 |
|
|
2022
Q2 | $699K | Sell |
14,874
-20,132
| -58% | -$946K | 0.04% | 157 |
|
|
2022
Q1 | $6.65M | Buy |
35,006
+813
| +2% | +$154K | 0.33% | 43 |
|
|
2021
Q4 | $8.63M | Buy |
+34,193
| New | +$8.63M | 0.41% | 35 |
|