Sugarloaf Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.23K | Sell |
21
-119
| -85% | -$29.6K | ﹤0.01% | 570 |
|
|
2024
Q3 | $24.9K | Hold |
140
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $31.1K | Hold |
140
| – | – | 0.01% | 343 |
|
|
2024
Q1 | $37.1K | Buy |
140
+19
| +16% | +$5.04K | 0.01% | 326 |
|
|
2023
Q4 | $21K | Hold |
121
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $9.09K | Hold |
121
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $8.66K | Hold |
121
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $8.18K | Sell |
121
-698
| -85% | -$47.2K | ﹤0.01% | 495 |
|
|
2022
Q4 | $29K | Buy |
819
+288
| +54% | +$10.2K | 0.01% | 363 |
|
|
2022
Q3 | $35K | Buy |
531
+66
| +14% | +$4.35K | 0.01% | 341 |
|
|
2022
Q2 | $22K | Buy |
465
+350
| +304% | +$16.6K | 0.01% | 393 |
|
|
2022
Q1 | $22K | Buy |
115
+81
| +238% | +$15.5K | 0.01% | 386 |
|
|
2021
Q4 | $9K | Buy |
34
+4
| +13% | +$1.06K | ﹤0.01% | 514 |
|
|
2021
Q3 | $7K | Buy |
30
+14
| +88% | +$3.27K | ﹤0.01% | 549 |
|
|
2021
Q2 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 608 |
|