Cary Street Partners Investment Advisory’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Buy |
112
+69
| +160% | +$24.2K | 0.02% | 418 |
|
|
2025
Q1 | $7.41K | Buy |
+43
| New | +$7.41K | ﹤0.01% | 497 |
|
|
2023
Q4 | – | Sell |
-46
| Closed | -$3.45K | – | 847 |
|
|
2023
Q3 | $3.45K | Hold |
46
| – | – | ﹤0.01% | 1579 |
|
|
2023
Q2 | $3.29K | Hold |
46
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q1 | $3.11K | Hold |
46
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q4 | $1.63K | Buy |
+46
| New | +$1.63K | ﹤0.01% | 1531 |
|