Dynamic Advisor Solutions’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
+999
| New | +$350K | 0.01% | 695 |
|
|
2025
Q1 | – | Sell |
-858
| Closed | -$213K | – | 852 |
|
|
2024
Q4 | $213K | Buy |
+858
| New | +$213K | 0.01% | 608 |
|
|
2024
Q3 | – | Sell |
-942
| Closed | -$209K | – | 939 |
|
|
2024
Q2 | $209K | Buy |
942
+4
| +0.4% | +$889 | 0.01% | 868 |
|
|
2024
Q1 | $249K | Buy |
+938
| New | +$249K | 0.01% | 805 |
|
|
2022
Q4 | – | Sell |
-4,945
| Closed | -$319K | – | 727 |
|
|
2022
Q3 | $319K | Sell |
4,945
-572
| -10% | -$36.9K | 0.02% | 508 |
|
|
2022
Q2 | $259K | Buy |
+5,517
| New | +$259K | 0.02% | 575 |
|
|
2022
Q1 | – | Sell |
-5,969
| Closed | -$1.51M | – | 728 |
|
|
2021
Q4 | $1.51M | Sell |
5,969
-385
| -6% | -$97.1K | 0.11% | 205 |
|
|
2021
Q3 | $1.45M | Buy |
6,354
+2,311
| +57% | +$526K | 0.11% | 212 |
|
|
2021
Q2 | $1.02M | Buy |
+4,043
| New | +$1.02M | 0.08% | 274 |
|