Jamison Private 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
Q4 | – | Sell |
-101
| Closed | -$18K | – | 254 |
|
2024
Q3 | $18K | Hold |
101
| – | – | ﹤0.01% | 310 |
|
2024
Q2 | $22.4K | Hold |
101
| – | – | ﹤0.01% | 289 |
|
2024
Q1 | $26.8K | Buy |
101
+40
| +66% | +$10.6K | ﹤0.01% | 282 |
|
2023
Q4 | $10.6K | Hold |
61
| – | – | ﹤0.01% | 302 |
|
2023
Q3 | $4.58K | Buy |
+61
| New | +$4.58K | ﹤0.01% | 328 |
|