Stonehage Fleming Financial Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,902
| Closed | -$600K | – | 243 |
|
|
2024
Q1 | $600K | Buy |
+8,902
| New | +$600K | 0.04% | 61 |
|
|
2023
Q4 | – | Sell |
-8,902
| Closed | -$668K | – | 240 |
|
|
2023
Q3 | $668K | Hold |
8,902
| – | – | 0.06% | 87 |
|
|
2023
Q2 | $634K | Hold |
8,902
| – | – | 0.02% | 88 |
|
|
2023
Q1 | $600K | Buy |
8,902
+368
| +4% | +$24.8K | 0.04% | 61 |
|
|
2022
Q4 | $302K | Sell |
8,534
-368
| -4% | -$13K | 0.02% | 90 |
|
|
2022
Q3 | $574K | Buy |
+8,902
| New | +$574K | 0.04% | 65 |
|
|
2022
Q1 | – | Sell |
-368
| Closed | -$92K | – | 214 |
|
|
2021
Q4 | $92K | Sell |
368
-50
| -12% | -$12.5K | ﹤0.01% | 179 |
|
|
2021
Q3 | $95K | Hold |
418
| – | – | ﹤0.01% | 177 |
|
|
2021
Q2 | $106K | Buy |
+418
| New | +$106K | ﹤0.01% | 155 |
|