Drive Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,510
| Closed | -$437K | – | 321 |
|
2023
Q4 | $437K | Sell |
2,510
-4,931
| -66% | -$858K | 0.14% | 135 |
|
2023
Q3 | $559K | Sell |
7,441
-1
| -0% | -$75 | 0.2% | 99 |
|
2023
Q2 | $532K | Sell |
7,442
-3,047
| -29% | -$218K | 0.2% | 109 |
|
2023
Q1 | $709K | Buy |
10,489
+74
| +0.7% | +$5K | 0.3% | 85 |
|
2022
Q4 | $369K | Sell |
10,415
-42
| -0.4% | -$1.49K | 0.18% | 129 |
|
2022
Q3 | $674K | Buy |
10,457
+37
| +0.4% | +$2.39K | 0.64% | 37 |
|
2022
Q2 | $490K | Buy |
10,420
+5
| +0% | +$235 | 0.45% | 61 |
|
2022
Q1 | $1.98M | Sell |
10,415
-37,972
| -78% | -$7.21M | 1.67% | 10 |
|
2021
Q4 | $12.2M | Buy |
+48,387
| New | +$12.2M | 10.74% | 1 |
|