WWM
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Whalen Wealth Management’s Coinbase COIN Stock Holding History

Whalen Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,820
Closed -$317K – 127
2023
Q4 		$317K Buy
+1,820
New +$317K 0.29% 85