Dana Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-919
| Closed | -$204K | – | 539 |
|
|
2024
Q2 | $204K | Sell |
919
-113
| -11% | -$25.1K | 0.01% | 515 |
|
|
2024
Q1 | $274K | Sell |
1,032
-1,430
| -58% | -$379K | 0.01% | 491 |
|
|
2023
Q4 | $428K | Buy |
+2,462
| New | +$428K | 0.02% | 337 |
|
|
2022
Q4 | – | Sell |
-7,419
| Closed | -$478K | – | 405 |
|
|
2022
Q3 | $478K | Sell |
7,419
-3,114
| -30% | -$201K | 0.03% | 310 |
|
|
2022
Q2 | $495K | Buy |
10,533
+5,177
| +97% | +$243K | 0.03% | 309 |
|
|
2022
Q1 | $1.02M | Sell |
5,356
-615
| -10% | -$117K | 0.05% | 213 |
|
|
2021
Q4 | $1.51M | Buy |
+5,971
| New | +$1.51M | 0.07% | 182 |
|