Buckingham Strategic Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-755
| Closed | -$200K | – | 774 |
|
|
2024
Q1 | $200K | Buy |
+755
| New | +$200K | ﹤0.01% | 712 |
|
|
2022
Q2 | – | Sell |
-1,603
| Closed | -$304K | – | 617 |
|
|
2022
Q1 | $304K | Sell |
1,603
-445
| -22% | -$84.4K | 0.01% | 466 |
|
|
2021
Q4 | $517K | Buy |
2,048
+593
| +41% | +$150K | 0.01% | 361 |
|
|
2021
Q3 | $331K | Buy |
1,455
+70
| +5% | +$15.9K | 0.01% | 447 |
|
|
2021
Q2 | $351K | Buy |
+1,385
| New | +$351K | 0.01% | 430 |
|