V Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,607
| Closed | -$473K | – | 156 |
|
|
2023
Q2 | $473K | Buy |
6,607
+1,549
| +31% | +$111K | 0.08% | 208 |
|
|
2023
Q1 | $342K | Buy |
+5,058
| New | +$342K | 0.06% | 259 |
|
|
2022
Q1 | – | Sell |
-1,849
| Closed | -$467K | – | 441 |
|
|
2021
Q4 | $467K | Buy |
1,849
+885
| +92% | +$224K | 0.07% | 269 |
|
|
2021
Q3 | $219K | Sell |
964
-130
| -12% | -$29.5K | 0.03% | 420 |
|
|
2021
Q2 | $278K | Buy |
+1,094
| New | +$278K | 0.04% | 387 |
|