Golden State Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
304
-87
| -22% | -$30.5K | 0.01% | 462 |
|
|
2025
Q1 | $67.3K | Sell |
391
-396
| -50% | -$68.2K | 0.01% | 527 |
|
|
2024
Q4 | $195K | Buy |
+787
| New | +$195K | 0.03% | 325 |
|
|
2022
Q1 | – | Sell |
-919
| Closed | -$232K | – | 314 |
|
|
2021
Q4 | $232K | Sell |
919
-467
| -34% | -$118K | 0.04% | 335 |
|
|
2021
Q3 | $315K | Sell |
1,386
-252
| -15% | -$57.3K | 0.07% | 228 |
|
|
2021
Q2 | $415K | Buy |
+1,638
| New | +$415K | 0.09% | 187 |
|