Compass Ion 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 | $358K | Sell |
1,022
-2,523
| -71% | -$884K | 0.04% | 196 |
|
|
2025
Q1 | $611K | Sell |
3,545
-318
| -8% | -$54.8K | 0.07% | 149 |
|
|
2024
Q4 | $959K | Sell |
3,863
-302
| -7% | -$75K | 0.11% | 104 |
|
|
2024
Q3 | $742K | Buy |
4,165
+2
| +0% | +$356 | 0.09% | 121 |
|
|
2024
Q2 | $1.1M | Hold |
4,163
| – | – | 0.16% | 83 |
|
|
2024
Q1 | $1.1M | Sell |
4,163
-57
| -1% | -$15.1K | 0.16% | 84 |
|
|
2023
Q4 | $734K | Sell |
4,220
-369
| -8% | -$64.2K | 0.11% | 111 |
|
|
2023
Q3 | $345K | Buy |
+4,589
| New | +$345K | 0.06% | 161 |
|
|
2022
Q2 | – | Sell |
-2,045
| Closed | -$388K | – | 80 |
|
|
2022
Q1 | $388K | Buy |
2,045
+140
| +7% | +$26.6K | 0.12% | 58 |
|
|
2021
Q4 | $481K | Buy |
1,905
+605
| +47% | +$153K | 0.15% | 57 |
|
|
2021
Q3 | $296K | Sell |
1,300
-494
| -28% | -$112K | 0.11% | 68 |
|
|
2021
Q2 | $454K | Buy |
+1,794
| New | +$454K | 0.18% | 53 |
|