FDx Advisors’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
-5,996
Closed -$1.04M 409
2023
Q4
$1.04M Sell
5,996
-2,139
-26% -$372K 0.08% 242
2023
Q3
$611K Sell
8,135
-1,414
-15% -$106K 0.05% 308
2023
Q2
$683K Buy
9,549
+3,177
+50% +$227K 0.04% 376
2023
Q1
$226K Hold
6,372
0.01% 677
2022
Q4
$226K Buy
6,372
+1,220
+24% +$43.3K 0.01% 677
2022
Q3
$332K Sell
5,152
-1,782
-26% -$115K 0.01% 516
2022
Q2
$326K Buy
6,934
+1,648
+31% +$77.5K 0.01% 599
2022
Q1
$1M Buy
5,286
+904
+21% +$172K 0.03% 325
2021
Q4
$1.11M Buy
4,382
+151
+4% +$38.1K 0.03% 342
2021
Q3
$962K Buy
4,231
+894
+27% +$203K 0.03% 346
2021
Q2
$845K Buy
+3,337
New +$845K 0.03% 368