Williams Jones Wealth Management’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	-24,318	Closed	-$4.62M	–	586
2022 Q1	$4.62M	Buy	24,318 +4,635	+24%	+$880K	0.06%	146
2021 Q4	$4.97M	Buy	+19,683	New	+$4.97M	0.06%	144