Loring Wolcott & Coolidge Fiduciary Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-35
| Closed | -$2.37K | – | 638 |
|
2023
Q1 | $2.37K | Hold |
35
| – | – | ﹤0.01% | 567 |
|
2022
Q4 | $1.24K | Hold |
35
| – | – | ﹤0.01% | 562 |
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 580 |
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 606 |
|
2022
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 564 |
|
2021
Q4 | $9K | Hold |
35
| – | – | ﹤0.01% | 610 |
|
2021
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 613 |
|
2021
Q2 | $9K | Buy |
+35
| New | +$9K | ﹤0.01% | 644 |
|