GIM
Grassi Investment Management’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+650
| New | +$228K | 0.02% | 121 |
|
|
2023
Q4 | – | Sell |
-3,175
| Closed | -$238K | – | 123 |
|
|
2023
Q3 | $238K | Sell |
3,175
-800
| -20% | -$60K | 0.03% | 109 |
|
|
2023
Q2 | $284K | Buy |
3,975
+575
| +17% | +$41.1K | 0.03% | 102 |
|
|
2023
Q1 | $230K | Buy |
+3,400
| New | +$230K | 0.03% | 114 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$322K | – | 122 |
|
|
2022
Q3 | $322K | Sell |
5,000
-245
| -5% | -$15.8K | 0.05% | 99 |
|
|
2022
Q2 | $247K | Buy |
5,245
+2,275
| +77% | +$107K | 0.03% | 114 |
|
|
2022
Q1 | $564K | Buy |
2,970
+1,200
| +68% | +$228K | 0.06% | 98 |
|
|
2021
Q4 | $447K | Sell |
1,770
-250
| -12% | -$63.1K | 0.04% | 109 |
|
|
2021
Q3 | $460K | Buy |
2,020
+810
| +67% | +$184K | 0.05% | 109 |
|
|
2021
Q2 | $306K | Buy |
+1,210
| New | +$306K | 0.03% | 120 |
|