IMA Advisory Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24
| Closed | -$1.8K | – | 105 |
|
|
2023
Q3 | $1.8K | Hold |
24
| – | – | ﹤0.01% | 272 |
|
|
2023
Q2 | $1.72K | Hold |
24
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $1.62K | Hold |
24
| – | – | ﹤0.01% | 282 |
|
|
2022
Q4 | $849 | Sell |
24
-8
| -25% | -$283 | ﹤0.01% | 312 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 298 |
|
|
2022
Q2 | $2K | Sell |
32
-2,142
| -99% | -$134K | ﹤0.01% | 303 |
|
|
2022
Q1 | $413K | Buy |
2,174
+335
| +18% | +$63.6K | 0.09% | 104 |
|
|
2021
Q4 | $464K | Sell |
1,839
-447
| -20% | -$113K | 0.1% | 106 |
|
|
2021
Q3 | $520K | Sell |
2,286
-2,097
| -48% | -$477K | 0.12% | 99 |
|
|
2021
Q2 | $1.11M | Buy |
+4,383
| New | +$1.11M | 0.26% | 88 |
|