Bell Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.5K | Sell |
104
-5
| -5% | -$1.75K | 0.01% | 292 |
|
2025
Q1 | $18.8K | Buy |
109
+15
| +16% | +$2.58K | ﹤0.01% | 405 |
|
2024
Q4 | $23.3K | Buy |
94
+10
| +12% | +$2.48K | ﹤0.01% | 349 |
|
2024
Q3 | $15K | Sell |
84
-2
| -2% | -$356 | ﹤0.01% | 470 |
|
2024
Q2 | $19.1K | Hold |
86
| – | – | ﹤0.01% | 405 |
|
2024
Q1 | $22.8K | Sell |
86
-2
| -2% | -$530 | ﹤0.01% | 352 |
|
2023
Q4 | $15.3K | Sell |
88
-18
| -17% | -$3.13K | ﹤0.01% | 424 |
|
2023
Q3 | $7.96K | Buy |
106
+5
| +5% | +$375 | ﹤0.01% | 591 |
|
2023
Q2 | $7.23K | Sell |
101
-8
| -7% | -$572 | ﹤0.01% | 633 |
|
2023
Q1 | $7.37K | Buy |
109
+15
| +16% | +$1.01K | ﹤0.01% | 598 |
|
2022
Q4 | $3.33K | Buy |
94
+3
| +3% | +$106 | ﹤0.01% | 1014 |
|
2022
Q3 | $6K | Buy |
91
+45
| +98% | +$2.97K | ﹤0.01% | 579 |
|
2022
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1119 |
|
2021
Q4 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 665 |
|