CMH 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 |
-16,103
| Closed | -$3.06M | – | 48 |
|
2022
Q1 | $3.06M | Sell |
16,103
-4,726
| -23% | -$897K | 0.94% | 41 |
|
2021
Q4 | $5.26M | Sell |
20,829
-2,515
| -11% | -$635K | 1.59% | 23 |
|
2021
Q3 | $5.31M | Sell |
23,344
-1,790
| -7% | -$407K | 1.74% | 22 |
|
2021
Q2 | $6.37M | Buy |
+25,134
| New | +$6.37M | 2.13% | 18 |
|