Envestnet Portfolio Solutions’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,453
| Closed | -$250K | – | 1540 |
|
|
2025
Q1 | $250K | Sell |
1,453
-1,003
| -41% | -$173K | ﹤0.01% | 1380 |
|
|
2024
Q4 | $610K | Buy |
2,456
+232
| +10% | +$57.6K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $396K | Buy |
2,224
+725
| +48% | +$129K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $333K | Buy |
+1,499
| New | +$333K | ﹤0.01% | 1326 |
|