Operose Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30
Closed -$2.25K 631
2023
Q3
$2.25K Hold
30
﹤0.01% 702
2023
Q2
$2.15K Hold
30
﹤0.01% 331
2023
Q1
$2.03K Sell
30
-32
-52% -$2.16K ﹤0.01% 316
2022
Q4
$2.19K Sell
62
-2,110
-97% -$74.7K ﹤0.01% 334
2022
Q3
$140K Buy
2,172
+172
+9% +$11.1K 0.09% 82
2022
Q2
$94K Buy
+2,000
New +$94K 0.07% 102