Cedar Brook Financial Partners’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 |
-6,467
| Closed | -$1.71M | – | 87 |
|
|
2024
Q1 | $1.71M | Buy |
6,467
+850
| +15% | +$225K | 0.34% | 69 |
|
|
2023
Q4 | $793K | Sell |
5,617
-1,435
| -20% | -$203K | 0.18% | 132 |
|
|
2023
Q3 | $529K | Buy |
7,052
+37
| +0.5% | +$2.78K | 0.14% | 165 |
|
|
2023
Q2 | $502K | Buy |
7,015
+318
| +5% | +$22.8K | 0.12% | 178 |
|
|
2023
Q1 | $453K | Buy |
+6,697
| New | +$453K | 0.12% | 195 |
|
|
2022
Q4 | – | Sell |
-4,129
| Closed | -$266K | – | 374 |
|
|
2022
Q3 | $266K | Buy |
+4,129
| New | +$266K | 0.09% | 262 |
|
|
2022
Q2 | – | Sell |
-2,884
| Closed | -$548K | – | 354 |
|
|
2022
Q1 | $548K | Buy |
2,884
+337
| +13% | +$64K | 0.14% | 167 |
|
|
2021
Q4 | $643K | Buy |
2,547
+276
| +12% | +$69.7K | 0.16% | 152 |
|
|
2021
Q3 | $517K | Buy |
2,271
+221
| +11% | +$50.3K | 0.16% | 161 |
|
|
2021
Q2 | $519K | Buy |
+2,050
| New | +$519K | 0.15% | 173 |
|