RPg Family Wealth Advisory’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,004
Closed -$1.9M 120
2022
Q1
$1.9M Buy
10,004
+5,802
+138% +$1.1M 0.81% 41
2021
Q4
$1.06M Buy
4,202
+40
+1% +$10.1K 0.42% 49
2021
Q3
$947K Buy
+4,162
New +$947K 0.4% 53