WR Wealth Planners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.1K | Buy |
85
+47
| +124% | +$11.7K | 0.01% | 450 |
|
|
2024
Q3 | $6.77K | Sell |
38
-1
| -3% | -$178 | ﹤0.01% | 690 |
|
|
2024
Q2 | $8.67K | Buy |
39
+12
| +44% | +$2.67K | ﹤0.01% | 622 |
|
|
2024
Q1 | $7.16K | Buy |
+27
| New | +$7.16K | ﹤0.01% | 659 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$1.65K | – | 311 |
|
|
2023
Q3 | $1.65K | Sell |
22
-32
| -59% | -$2.4K | ﹤0.01% | 795 |
|
|
2023
Q2 | $3.86K | Hold |
54
| – | – | ﹤0.01% | 712 |
|
|
2023
Q1 | $3.65K | Sell |
54
-5
| -8% | -$338 | ﹤0.01% | 723 |
|
|
2022
Q4 | $2.09K | Hold |
59
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $3.81K | Sell |
59
-4
| -6% | -$258 | ﹤0.01% | 339 |
|
|
2022
Q2 | $2.96K | Hold |
63
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $12K | Buy |
+63
| New | +$12K | 0.01% | 277 |
|