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