J.P. Morgan Private Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.34M | Sell |
57,743
-40,753
| -41% | -$3.06M | 0.01% | 532 |
|
|
2023
Q2 | $7.05M | Buy |
98,496
+23,549
| +31% | +$1.68M | 0.04% | 285 |
|
|
2023
Q1 | $5.06M | Sell |
74,947
-12,839
| -15% | -$868K | 0.01% | 584 |
|
|
2022
Q4 | $3.11M | Sell |
87,786
-1,470
| -2% | -$52K | 0.01% | 711 |
|
|
2022
Q3 | $5.76M | Sell |
89,256
-13,167
| -13% | -$849K | 0.02% | 523 |
|
|
2022
Q2 | $4.82M | Sell |
102,423
-18,340
| -15% | -$862K | 0.01% | 574 |
|
|
2022
Q1 | $22.9M | Buy |
120,763
+41,384
| +52% | +$7.86M | 0.05% | 302 |
|
|
2021
Q4 | $20M | Buy |
79,379
+17,497
| +28% | +$4.42M | 0.04% | 310 |
|
|
2021
Q3 | $14.1M | Sell |
61,882
-36,078
| -37% | -$8.21M | 0.03% | 371 |
|
|
2021
Q2 | $24.8M | Buy |
+97,960
| New | +$24.8M | 0.06% | 270 |
|