TPWM
Twelve Points Wealth Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,651
| Closed | -$274K | – | 166 |
|
|
2023
Q3 | $274K | Sell |
3,651
-20
| -0.5% | -$1.5K | 0.14% | 142 |
|
|
2023
Q2 | $263K | Sell |
3,671
-35
| -0.9% | -$2.5K | 0.14% | 143 |
|
|
2023
Q1 | $250K | Buy |
+3,706
| New | +$250K | 0.14% | 146 |
|
|
2022
Q4 | – | Sell |
-3,735
| Closed | -$241K | – | 166 |
|
|
2022
Q3 | $241K | Buy |
+3,735
| New | +$241K | 0.19% | 144 |
|
|
2022
Q1 | – | Sell |
-4,319
| Closed | -$1.09M | – | 176 |
|
|
2021
Q4 | $1.09M | Buy |
+4,319
| New | +$1.09M | 0.88% | 32 |
|