Baldwin Wealth Partners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40
| Closed | -$7.13K | – | 388 |
|
|
2024
Q3 | $7.13K | Sell |
40
-43
| -52% | -$7.66K | ﹤0.01% | 838 |
|
|
2024
Q2 | $18.4K | Buy |
83
+3
| +4% | +$667 | ﹤0.01% | 470 |
|
|
2024
Q1 | $21.2K | Hold |
80
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $13.9K | Sell |
80
-107
| -57% | -$18.6K | ﹤0.01% | 544 |
|
|
2023
Q3 | $14K | Hold |
187
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $13.4K | Hold |
187
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $12.6K | Hold |
187
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $6.62K | Buy |
187
+40
| +27% | +$1.42K | ﹤0.01% | 640 |
|
|
2022
Q3 | $10K | Hold |
147
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 566 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$10K | – | 672 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $9K | Hold |
40
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $10K | Buy |
+40
| New | +$10K | ﹤0.01% | 532 |
|