Dakota Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,050
Closed -$509K 756
2024
Q4
$509K Buy
+2,050
New +$509K 0.01% 500
2024
Q3
Sell
-6,032
Closed -$1.34M 729
2024
Q2
$1.34M Buy
+6,032
New +$1.34M 0.03% 314
2022
Q2
Sell
-1,628
Closed -$309K 508
2022
Q1
$309K Buy
+1,628
New +$309K 0.03% 357