Phoenix Wealth 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 |
-6,144
| Closed | -$415K | – | 106 |
|
|
2023
Q1 | $415K | Sell |
6,144
-14
| -0.2% | -$946 | 0.26% | 53 |
|
|
2022
Q4 | $218K | Sell |
6,158
-665
| -10% | -$23.5K | 0.13% | 102 |
|
|
2022
Q3 | $440K | Sell |
6,823
-317
| -4% | -$20.4K | 0.44% | 48 |
|
|
2022
Q2 | $336K | Buy |
+7,140
| New | +$336K | 0.33% | 71 |
|
|
2022
Q1 | – | Sell |
-4,045
| Closed | -$1.02M | – | 100 |
|
|
2021
Q4 | $1.02M | Sell |
4,045
-706
| -15% | -$178K | 0.77% | 34 |
|
|
2021
Q3 | $1.08M | Buy |
4,751
+984
| +26% | +$224K | 0.81% | 30 |
|
|
2021
Q2 | $887K | Buy |
+3,767
| New | +$887K | 0.64% | 45 |
|