Core Wealth Advisors’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
-31
Closed -$8.22K 90
2024
Q1
$8.22K Hold
31
﹤0.01% 199
2023
Q4
$5.39K Hold
31
﹤0.01% 216
2023
Q3
$2.33K Hold
31
﹤0.01% 217
2023
Q2
$2.22K Hold
31
﹤0.01% 216
2023
Q1
$2.1K Hold
31
﹤0.01% 226
2022
Q4
$1.1K Hold
31
﹤0.01% 245
2022
Q3
$2K Hold
31
﹤0.01% 202
2022
Q2
$1K Hold
31
﹤0.01% 205
2022
Q1
$6K Hold
31
﹤0.01% 161
2021
Q4
$8K Hold
31
﹤0.01% 161
2021
Q3
$7K Hold
31
﹤0.01% 145
2021
Q2
$8K Buy
+31
New +$8K 0.01% 133