Waypoint Wealth Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,914
Closed -$553K 67
2022
Q1
$553K Sell
2,914
-2
-0.1% -$380 0.2% 29
2021
Q4
$736K Hold
2,916
0.25% 27
2021
Q3
$663K Buy
+2,916
New +$663K 0.25% 23