Heritage Wealth Management (Arizona)’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.54K | Buy |
100
+50
| +100% | +$1.77K | ﹤0.01% | 921 |
|
|
2022
Q3 | $3K | Sell |
50
-58
| -54% | -$3.48K | ﹤0.01% | 814 |
|
|
2022
Q2 | $5.08K | Buy |
108
+58
| +116% | +$2.73K | ﹤0.01% | 766 |
|
|
2022
Q1 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 721 |
|
|
2021
Q3 | $18K | Hold |
77
| – | – | 0.01% | 566 |
|
|
2021
Q2 | $20K | Buy |
+77
| New | +$20K | 0.01% | 559 |
|