Avior Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
+1,615
| New | +$566K | 0.02% | 404 |
|
|
2025
Q1 | – | Sell |
-965
| Closed | -$240K | – | 1057 |
|
|
2024
Q4 | $240K | Buy |
965
+70
| +8% | +$17.4K | 0.01% | 653 |
|
|
2024
Q3 | $159K | Sell |
895
-117
| -12% | -$20.8K | 0.01% | 759 |
|
|
2024
Q2 | $225K | Buy |
1,012
+16
| +2% | +$3.56K | 0.01% | 642 |
|
|
2024
Q1 | $264K | Buy |
996
+799
| +406% | +$212K | 0.01% | 626 |
|
|
2023
Q4 | $34.3K | Buy |
197
+5
| +3% | +$870 | ﹤0.01% | 798 |
|
|
2023
Q3 | $14.4K | Buy |
192
+12
| +7% | +$901 | ﹤0.01% | 983 |
|
|
2023
Q2 | $12.9K | Hold |
180
| – | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $12.2K | Sell |
180
-7
| -4% | -$473 | ﹤0.01% | 1017 |
|
|
2022
Q4 | $6.62K | Sell |
187
-60
| -24% | -$2.12K | ﹤0.01% | 913 |
|
|
2022
Q3 | $15K | Buy |
247
+45
| +22% | +$2.73K | ﹤0.01% | 783 |
|
|
2022
Q2 | $9K | Buy |
202
+20
| +11% | +$891 | ﹤0.01% | 784 |
|
|
2022
Q1 | $34K | Buy |
182
+55
| +43% | +$10.3K | ﹤0.01% | 641 |
|
|
2021
Q4 | $32K | Buy |
+127
| New | +$32K | ﹤0.01% | 632 |
|