Independent Solutions Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,092
Closed -$207K 225
2022
Q1
$207K Buy
1,092
+100
+10% +$19K 0.05% 209
2021
Q4
$250K Buy
+992
New +$250K 0.06% 198