Clearstead 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 | $299K | Buy |
853
+256
| +43% | +$89.7K | ﹤0.01% | 761 |
|
|
2025
Q1 | $103K | Sell |
597
-202
| -25% | -$34.8K | ﹤0.01% | 988 |
|
|
2024
Q4 | $198K | Buy |
799
+51
| +7% | +$12.7K | ﹤0.01% | 860 |
|
|
2024
Q3 | $133K | Buy |
748
+4
| +0.5% | +$713 | ﹤0.01% | 959 |
|
|
2024
Q2 | $165K | Hold |
744
| – | – | ﹤0.01% | 872 |
|
|
2024
Q1 | $148K | Buy |
744
+195
| +36% | +$38.9K | 0.01% | 521 |
|
|
2023
Q4 | $95.5K | Sell |
549
-2,149
| -80% | -$374K | 0.01% | 594 |
|
|
2023
Q3 | $203K | Buy |
2,698
+1,248
| +86% | +$93.7K | 0.01% | 568 |
|
|
2023
Q2 | $104K | Buy |
1,450
+915
| +171% | +$65.5K | 0.01% | 571 |
|
|
2023
Q1 | $36.2K | Buy |
535
+30
| +6% | +$2.03K | ﹤0.01% | 729 |
|
|
2022
Q4 | $17.9K | Hold |
505
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $33K | Sell |
505
-13
| -3% | -$850 | ﹤0.01% | 685 |
|
|
2022
Q2 | $24K | Buy |
518
+153
| +42% | +$7.09K | ﹤0.01% | 754 |
|
|
2022
Q1 | $69K | Sell |
365
-70
| -16% | -$13.2K | ﹤0.01% | 620 |
|
|
2021
Q4 | $110K | Sell |
435
-331
| -43% | -$83.7K | 0.01% | 505 |
|
|
2021
Q3 | $174K | Sell |
766
-68
| -8% | -$15.4K | 0.01% | 387 |
|
|
2021
Q2 | $211K | Buy |
+834
| New | +$211K | 0.02% | 336 |
|