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