TD Private Client Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3K Sell
35
-576
-94% -$202K ﹤0.01% 1042
2025
Q1
$105K Buy
611
+170
+39% +$29.3K ﹤0.01% 698
2024
Q4
$110K Buy
441
+7
+2% +$1.74K ﹤0.01% 701
2024
Q3
$77.3K Buy
+434
New +$77.3K ﹤0.01% 757
2023
Q3
Sell
-25
Closed -$1.79K 1228
2023
Q2
$1.79K Buy
+25
New +$1.79K ﹤0.01% 1174
2023
Q1
Sell
-6
Closed -$212 1244
2022
Q4
$212 Buy
+6
New +$212 ﹤0.01% 1205
2022
Q1
Sell
-315
Closed -$79.5K 1284
2021
Q4
$79.5K Sell
315
-8
-2% -$2.02K ﹤0.01% 671
2021
Q3
$73.5K Buy
323
+200
+163% +$45.5K ﹤0.01% 680
2021
Q2
$31.2K Buy
+123
New +$31.2K ﹤0.01% 802