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