EFS
Essex Financial Services’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,107
| Closed | -$233K | – | 637 |
|
|
2024
Q3 | $233K | Sell |
1,107
-65
| -6% | -$13.7K | 0.02% | 555 |
|
|
2024
Q2 | $225K | Buy |
1,172
+335
| +40% | +$64.4K | 0.02% | 554 |
|
|
2024
Q1 | $222K | Buy |
+837
| New | +$222K | 0.02% | 484 |
|
|
2022
Q2 | – | Sell |
-1,086
| Closed | -$206K | – | 485 |
|
|
2022
Q1 | $206K | Sell |
1,086
-125
| -10% | -$23.7K | 0.02% | 477 |
|
|
2021
Q4 | $306K | Buy |
1,211
+267
| +28% | +$67.5K | 0.03% | 364 |
|
|
2021
Q3 | $215K | Buy |
944
+20
| +2% | +$4.56K | 0.02% | 429 |
|
|
2021
Q2 | $234K | Buy |
+924
| New | +$234K | 0.03% | 391 |
|