B. Riley Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,690
Closed -$701K 769
2022
Q1
$701K Buy
3,690
+1,669
+83% +$317K 0.05% 270
2021
Q4
$510K Buy
+2,021
New +$510K 0.04% 347