Birch Hill Investment Advisors’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 |
-4,600
| Closed | -$820K | – | 183 |
|
|
2024
Q3 | $820K | Sell |
4,600
-400
| -8% | -$71.3K | 0.04% | 111 |
|
|
2024
Q2 | $1.11M | Hold |
5,000
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $1.33M | Buy |
+5,000
| New | +$1.33M | 0.06% | 97 |
|
|
2022
Q1 | – | Sell |
-1,685
| Closed | -$425K | – | 164 |
|
|
2021
Q4 | $425K | Buy |
1,685
+135
| +9% | +$34.1K | 0.02% | 133 |
|
|
2021
Q3 | $353K | Buy |
1,550
+625
| +68% | +$142K | 0.02% | 137 |
|
|
2021
Q2 | $234K | Buy |
+925
| New | +$234K | 0.01% | 149 |
|