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 |
|