Schwarz Dygos Wheeler Investment Advisors’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	-3,026	Closed	-$575K	–	131
2022 Q1	$575K	Sell	3,026 -701	-19%	-$133K	0.19%	76
2021 Q4	$941K	Sell	3,727 -126	-3%	-$31.8K	0.32%	55
2021 Q3	$876K	Buy	+3,853	New	+$876K	0.32%	58