FIA
Foundations Investment Advisors’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
15,335
-719
| -4% | -$252K | 0.08% | 185 |
|
|
2025
Q1 | $2.77M | Buy |
16,054
+2,440
| +18% | +$420K | 0.05% | 256 |
|
|
2024
Q4 | $3.38M | Buy |
13,614
+9,045
| +198% | +$2.25M | 0.07% | 220 |
|
|
2024
Q3 | $814K | Buy |
4,569
+740
| +19% | +$132K | 0.02% | 402 |
|
|
2024
Q2 | $851K | Sell |
3,829
-478
| -11% | -$106K | 0.02% | 373 |
|
|
2024
Q1 | $1.14M | Buy |
4,307
+399
| +10% | +$106K | 0.03% | 302 |
|
|
2023
Q4 | $504K | Sell |
3,908
-808
| -17% | -$104K | 0.01% | 437 |
|
|
2023
Q3 | $354K | Buy |
4,716
+1,808
| +62% | +$136K | 0.01% | 472 |
|
|
2023
Q2 | $208K | Sell |
2,908
-85
| -3% | -$6.08K | 0.01% | 543 |
|
|
2023
Q1 | $202K | Buy |
+2,993
| New | +$202K | 0.01% | 481 |
|
|
2022
Q2 | – | Sell |
-3,212
| Closed | -$473K | – | 398 |
|
|
2022
Q1 | $473K | Buy |
3,212
+105
| +3% | +$15.5K | 0.02% | 203 |
|
|
2021
Q4 | $729K | Buy |
3,107
+142
| +5% | +$33.3K | 0.03% | 157 |
|
|
2021
Q3 | $712K | Buy |
2,965
+1,277
| +76% | +$307K | 0.03% | 138 |
|
|
2021
Q2 | $429K | Buy |
+1,688
| New | +$429K | 0.02% | 185 |
|