VWM
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Valley Wealth Managers’s Coinbase COIN Stock Holding History

Valley Wealth Managers’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$51.7K – 320
2025
Q1 		$51.7K Hold
300
– – ﹤0.01% 206
2024
Q4 		$74.5K Hold
300
– – 0.01% 198
2024
Q3 		$53.5K Hold
300
– – ﹤0.01% 215
2024
Q2 		$66.7K Buy
+300
New +$66.7K 0.01% 209