Tilia Fiduciary Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-186
Closed -$13.3K 169
2023
Q2
$13.3K Sell
186
-210
-53% -$15K 0.01% 350
2023
Q1
$26.8K Sell
396
-39
-9% -$2.64K 0.03% 268
2022
Q4
$15.4K Sell
435
-184
-30% -$6.51K 0.01% 319
2022
Q3
$43K Sell
619
-136
-18% -$9.45K 0.04% 212
2022
Q2
$41K Sell
755
-250
-25% -$13.6K 0.04% 223
2022
Q1
$191K Buy
1,005
+11
+1% +$2.09K 0.16% 103
2021
Q4
$251K Buy
+994
New +$251K 0.2% 94