RDFA
Ritter Daniher Financial Advisory’s Coinbase COIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-107
| Closed | -$8.03K | – | 350 |
|
2023
Q3 | $8.03K | Buy |
107
+7
| +7% | +$526 | ﹤0.01% | 244 |
|
2023
Q2 | $7.16K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
2023
Q1 | $6.76K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
2022
Q4 | $3.54K | Buy |
+100
| New | +$3.54K | ﹤0.01% | 230 |
|
2022
Q2 | – | Sell |
-15
| Closed | -$3K | – | 246 |
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 207 |
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 195 |
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 191 |
|
2021
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 178 |
|