Watershed Private Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404K | Buy |
+1,154
| New | +$404K | 0.15% | 75 |
|
2025
Q1 | – | Sell |
-1,154
| Closed | -$287K | – | 114 |
|
2024
Q4 | $287K | Hold |
1,154
| – | – | 0.11% | 93 |
|
2024
Q3 | $206K | Buy |
1,154
+5
| +0.4% | +$891 | 0.08% | 112 |
|
2024
Q2 | $255K | Hold |
1,149
| – | – | 0.11% | 97 |
|
2024
Q1 | $305K | Buy |
+1,149
| New | +$305K | 0.13% | 94 |
|