Surevest’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$342K	Buy	5,301 +1,593	+43%	+$103K	0.09%	120
2022 Q2	$174K	Buy	+3,708	New	+$174K	0.05%	140
2022 Q1	–	Sell	-919	Closed	-$232K	–	527
2021 Q4	$232K	Buy	+919	New	+$232K	0.06%	114