Cherrydale Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,969
Closed -$1.13M 37
2022
Q1
$1.13M Hold
5,969
0.83% 16
2021
Q4
$1.51M Buy
+5,969
New +$1.51M 1.13% 11