Schechter Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,264
| Closed | -$503K | – | 680 |
|
|
2024
Q2 | $503K | Buy |
2,264
+11
| +0.5% | +$2.45K | 0.04% | 372 |
|
|
2024
Q1 | $597K | Hold |
2,253
| – | – | 0.04% | 348 |
|
|
2023
Q4 | $392K | Buy |
+2,253
| New | +$392K | 0.03% | 397 |
|
|
2022
Q2 | – | Sell |
-2,253
| Closed | -$428K | – | 965 |
|
|
2022
Q1 | $428K | Hold |
2,253
| – | – | 0.04% | 583 |
|
|
2021
Q4 | $569K | Buy |
+2,253
| New | +$569K | 0.05% | 469 |
|