Ellevest Inc’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
+2,340
| New | +$820K | 0.13% | 115 |
|
|
2025
Q1 | – | Sell |
-1,095
| Closed | -$272K | – | 412 |
|
|
2024
Q4 | $272K | Sell |
1,095
-846
| -44% | -$210K | 0.02% | 330 |
|
|
2024
Q3 | $346K | Buy |
+1,941
| New | +$346K | 0.02% | 295 |
|
|
2024
Q2 | – | Sell |
-1,843
| Closed | -$489K | – | 408 |
|
|
2024
Q1 | $489K | Buy |
1,843
+659
| +56% | +$175K | 0.03% | 209 |
|
|
2023
Q4 | $206K | Buy |
+1,184
| New | +$206K | 0.01% | 362 |
|
|
2023
Q2 | – | Sell |
-1,223
| Closed | -$82.6K | – | 618 |
|
|
2023
Q1 | $82.6K | Buy |
1,223
+618
| +102% | +$41.8K | 0.01% | 494 |
|
|
2022
Q4 | $21.4K | Buy |
605
+201
| +50% | +$7.11K | ﹤0.01% | 833 |
|
|
2022
Q3 | $26K | Buy |
+404
| New | +$26K | ﹤0.01% | 744 |
|