CreativeOne Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
2,359
+190
| +9% | +$66.6K | 0.02% | 596 |
|
|
2025
Q1 | $374K | Buy |
2,169
+66
| +3% | +$11.4K | 0.01% | 788 |
|
|
2024
Q4 | $522K | Buy |
+2,103
| New | +$522K | 0.02% | 677 |
|
|
2022
Q1 | – | Sell |
-1,477
| Closed | -$373K | – | 747 |
|
|
2021
Q4 | $373K | Sell |
1,477
-344
| -19% | -$86.9K | 0.02% | 532 |
|
|
2021
Q3 | $414K | Sell |
1,821
-167
| -8% | -$38K | 0.02% | 456 |
|
|
2021
Q2 | $504K | Buy |
+1,988
| New | +$504K | 0.03% | 378 |
|