Evermay 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 |
-26
| Closed | -$6.46K | – | 585 |
|
|
2024
Q4 | $6.46K | Sell |
26
-1
| -4% | -$248 | ﹤0.01% | 476 |
|
|
2024
Q3 | $4.81K | Buy |
+27
| New | +$4.81K | ﹤0.01% | 507 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$2.3K | – | 550 |
|
|
2022
Q4 | $2.3K | Hold |
65
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $12K | Buy |
65
+64
| +6,400% | +$11.8K | ﹤0.01% | 403 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 512 |
|
|
2021
Q3 | – | Sell |
-250
| Closed | -$63K | – | 469 |
|
|
2021
Q2 | $63K | Buy |
+250
| New | +$63K | 0.01% | 261 |
|