TWA
Trellis Wealth Advisors’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,277
| Closed | -$1.27M | – | 30 |
|
|
2023
Q4 | $1.27M | Sell |
7,277
-15
| -0.2% | -$2.61K | 0.69% | 18 |
|
|
2023
Q3 | $547K | Hold |
7,292
| – | – | 0.34% | 23 |
|
|
2023
Q2 | $522K | Hold |
7,292
| – | – | 0.35% | 22 |
|
|
2023
Q1 | $493K | Hold |
7,292
| – | – | 0.36% | 21 |
|
|
2022
Q4 | $258K | Buy |
+7,292
| New | +$258K | 0.22% | 25 |
|