J.W. Cole Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,227
-696
| -14% | -$244K | 0.03% | 534 |
|
|
2025
Q1 | $848K | Buy |
4,923
+1,632
| +50% | +$281K | 0.03% | 590 |
|
|
2024
Q4 | $817K | Sell |
3,291
-302
| -8% | -$75K | 0.03% | 473 |
|
|
2024
Q3 | $640K | Sell |
3,593
-222
| -6% | -$39.6K | 0.03% | 517 |
|
|
2024
Q2 | $848K | Sell |
3,815
-320
| -8% | -$71.1K | 0.04% | 388 |
|
|
2024
Q1 | $1.1M | Sell |
4,135
-515
| -11% | -$136K | 0.06% | 328 |
|
|
2023
Q4 | $809K | Sell |
4,650
-258
| -5% | -$44.9K | 0.05% | 336 |
|
|
2023
Q3 | $368K | Sell |
4,908
-681
| -12% | -$51.1K | 0.03% | 502 |
|
|
2023
Q2 | $400K | Sell |
5,589
-239
| -4% | -$17.1K | 0.03% | 485 |
|
|
2023
Q1 | $394K | Sell |
5,828
-761
| -12% | -$51.4K | 0.03% | 509 |
|
|
2022
Q4 | $233K | Sell |
6,589
-1,565
| -19% | -$55.4K | 0.02% | 640 |
|
|
2022
Q3 | $526K | Sell |
8,154
-440
| -5% | -$28.4K | 0.04% | 387 |
|
|
2022
Q2 | $404K | Buy |
8,594
+2,432
| +39% | +$114K | 0.03% | 464 |
|
|
2022
Q1 | $1.17M | Buy |
6,162
+1,222
| +25% | +$232K | 0.08% | 261 |
|
|
2021
Q4 | $1.25M | Buy |
4,940
+487
| +11% | +$123K | 0.08% | 255 |
|
|
2021
Q3 | $1.01M | Sell |
4,453
-345
| -7% | -$78.3K | 0.07% | 159 |
|
|
2021
Q2 | $1.22M | Buy |
+4,798
| New | +$1.22M | 0.1% | 241 |
|