BerganKDV Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $859 | Hold |
12
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $811 | Sell |
12
-47
| -80% | -$3.18K | ﹤0.01% | 927 |
|
|
2022
Q4 | $2.09K | Buy |
59
+23
| +64% | +$814 | ﹤0.01% | 791 |
|
|
2022
Q3 | $2K | Buy |
36
+5
| +16% | +$278 | ﹤0.01% | 793 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 883 |
|
|
2022
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 685 |
|
|
2021
Q4 | $8K | Hold |
31
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $8K | Buy |
+31
| New | +$8K | ﹤0.01% | 638 |
|