Strategic Wealth Investment Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.14M | Sell |
12,277
-1,105
| -8% | -$192K | 0.32% | 50 |
|
2023
Q3 | $1M | Sell |
13,382
-717
| -5% | -$53.8K | 0.18% | 57 |
|
2023
Q2 | $1.01M | Buy |
14,099
+4,196
| +42% | +$300K | 0.16% | 71 |
|
2023
Q1 | $669K | Buy |
9,903
+914
| +10% | +$61.8K | 0.12% | 78 |
|
2022
Q4 | $451K | Buy |
8,989
+1,660
| +23% | +$83.3K | 0.1% | 74 |
|
2022
Q3 | $473K | Buy |
7,329
+1,629
| +29% | +$105K | 0.14% | 68 |
|
2022
Q2 | $268K | Buy |
+5,700
| New | +$268K | 0.07% | 113 |
|