SPWG
Sage Private Wealth Group’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43,243
| Closed | -$1.53M | – | 48 |
|
|
2022
Q4 | $1.53M | Sell |
43,243
-3,646
| -8% | -$129K | 1.82% | 10 |
|
|
2022
Q3 | $3.02M | Buy |
46,889
+7,408
| +19% | +$478K | 3.99% | 7 |
|
|
2022
Q2 | $1.86M | Sell |
39,481
-491
| -1% | -$23.1K | 2.67% | 6 |
|
|
2022
Q1 | $7.59M | Buy |
+39,972
| New | +$7.59M | 7.38% | 4 |
|