Executive Wealth Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,022	Closed	-$1.71M	–	187
2022 Q1	$1.71M	Sell	9,022 -433	-5%	-$82.2K	0.19%	93
2021 Q4	$2.39M	Buy	9,455 +8,458	+848%	+$2.13M	0.24%	85
2021 Q3	$226K	Buy	997 +13	+1%	+$2.95K	0.02%	169
2021 Q2	$249K	Buy	+984	New	+$249K	0.03%	170