Ulland Investment Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30
Closed -$2K 215
2023
Q1
$2K Hold
30
﹤0.01% 189
2022
Q4
$1K Sell
30
-35
-54% -$1.17K ﹤0.01% 201
2022
Q3
$4K Sell
65
-100
-61% -$6.15K ﹤0.01% 191
2022
Q2
$8K Hold
165
0.01% 192
2022
Q1
$31K Buy
165
+30
+22% +$5.64K 0.02% 125
2021
Q4
$34K Buy
+135
New +$34K 0.02% 118