Kore Private Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-58,463
Closed -$2.75M 275
2022
Q2
$2.75M Sell
58,463
-158
-0.3% -$7.43K 0.42% 56
2022
Q1
$11.1M Sell
58,621
-529
-0.9% -$100K 1.4% 18
2021
Q4
$14.9M Sell
59,150
-10,980
-16% -$2.77M 1.82% 15
2021
Q3
$16M Buy
70,130
+400
+0.6% +$91K 1.68% 12
2021
Q2
$17.7M Buy
+69,730
New +$17.7M 1.98% 10