Glassman Wealth Services’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 |
-376
| Closed | -$65.4K | – | 558 |
|
|
2023
Q4 | $65.4K | Buy |
376
+16
| +4% | +$2.78K | 0.01% | 391 |
|
|
2023
Q3 | $27K | Buy |
360
+155
| +76% | +$11.6K | ﹤0.01% | 584 |
|
|
2023
Q2 | $14.7K | Sell |
205
-58
| -22% | -$4.15K | ﹤0.01% | 704 |
|
|
2023
Q1 | $17.8K | Sell |
263
-43
| -14% | -$2.91K | ﹤0.01% | 662 |
|
|
2022
Q4 | $10.8K | Sell |
306
-136
| -31% | -$4.81K | ﹤0.01% | 801 |
|
|
2022
Q3 | $29K | Buy |
442
+99
| +29% | +$6.5K | 0.01% | 519 |
|
|
2022
Q2 | $16K | Buy |
+343
| New | +$16K | ﹤0.01% | 686 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$28K | – | 1681 |
|
|
2021
Q4 | $28K | Sell |
110
-180
| -62% | -$45.8K | 0.01% | 524 |
|
|
2021
Q3 | $66K | Sell |
290
-50
| -15% | -$11.4K | 0.01% | 305 |
|
|
2021
Q2 | $86K | Buy |
+340
| New | +$86K | 0.02% | 262 |
|