TrinityPoint Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,424
Closed -$324K 308
2021
Q3
$324K Sell
1,424
-256
-15% -$58.2K 0.06% 228
2021
Q2
$426K Buy
+1,680
New +$426K 0.09% 185