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 |
|