Milestone 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	$566K	Hold	8,784	–	–	0.63%	24
2022 Q2	$413K	Sell	8,784 -5,162	-37%	-$243K	0.43%	30
2022 Q1	$3.52M	Hold	13,946	–	–	2.86%	9
2021 Q4	$3.52M	Buy	+13,946	New	+$3.52M	2.82%	9