Trellis Wealth Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.27M Sell
2023
Q3
$547K Hold
2023
Q2
$522K Hold
2023
Q1
$493K Hold
2022
Q4
$258K Buy