Granite Bay Wealth Management’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
-81,056
Closed -$8.36M 105
2023
Q4
$8.36M Sell
81,056
-35,684
-31% -$3.68M 0.07% 85
2023
Q3
$9.91M Buy
+116,740
New +$9.91M 0.1% 85
2022
Q4
Sell
-6,489
Closed -$418K 67
2022
Q3
$418K Sell
6,489
-100
-2% -$6.44K 0.34% 36
2022
Q2
$310K Buy
6,589
+700
+12% +$32.9K 0.24% 40
2022
Q1
$1.12M Buy
5,889
+2,305
+64% +$438K 0.91% 18
2021
Q4
$904K Buy
+3,584
New +$904K 0.89% 23