Bogart Wealth LLC’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96K | Buy |
17
+12
| +240% | +$4.21K | ﹤0.01% | 896 |
|
|
2025
Q1 | $861 | Sell |
5
-203
| -98% | -$35K | ﹤0.01% | 1192 |
|
|
2024
Q4 | $51.6K | Buy |
208
+149
| +253% | +$37K | ﹤0.01% | 407 |
|
|
2024
Q3 | $10.5K | Buy |
59
+6
| +11% | +$1.07K | ﹤0.01% | 690 |
|
|
2024
Q2 | $11.8K | Sell |
53
-10
| -16% | -$2.22K | ﹤0.01% | 626 |
|
|
2024
Q1 | $16.7K | Buy |
63
+3
| +5% | +$795 | ﹤0.01% | 548 |
|
|
2023
Q4 | $10.4K | Buy |
60
+35
| +140% | +$6.09K | ﹤0.01% | 613 |
|
|
2023
Q3 | $1.88K | Hold |
25
| – | – | ﹤0.01% | 887 |
|
|
2023
Q2 | $1.79K | Hold |
25
| – | – | ﹤0.01% | 895 |
|
|
2023
Q1 | $1.69K | Hold |
25
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $885 | Sell |
25
-197
| -89% | -$6.97K | ﹤0.01% | 867 |
|
|
2022
Q3 | $14K | Sell |
222
-32
| -13% | -$2.02K | ﹤0.01% | 482 |
|
|
2022
Q2 | $12K | Buy |
254
+25
| +11% | +$1.18K | ﹤0.01% | 501 |
|
|
2022
Q1 | $43K | Buy |
+229
| New | +$43K | ﹤0.01% | 289 |
|