Zhang Financial’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,462
| Closed | -$223K | – | 230 |
|
2022
Q3 | $223K | Buy |
+3,462
| New | +$223K | 0.03% | 197 |
|
2022
Q1 | – | Sell |
-3,209
| Closed | -$810K | – | 224 |
|
2021
Q4 | $810K | Buy |
3,209
+1,902
| +146% | +$480K | 0.14% | 91 |
|
2021
Q3 | $297K | Buy |
+1,307
| New | +$297K | 0.07% | 130 |
|