WealthPLAN Partners’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	-238	Closed	-$17K	–	459
2023 Q2	$17K	Buy	238 +23	+11%	+$1.65K	﹤0.01%	710
2023 Q1	$14.5K	Buy	+215	New	+$14.5K	﹤0.01%	782
2022 Q1	$362K	Buy	+3,208	New	+$362K	0.03%	292