JFG 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 | $300K | Buy |
+856
| New | +$300K | 0.06% | 55 |
|
|
2025
Q1 | – | Sell |
-865
| Closed | -$215K | – | 82 |
|
|
2024
Q4 | $215K | Buy |
+865
| New | +$215K | 0.05% | 93 |
|
|
2024
Q3 | – | Sell |
-914
| Closed | -$203K | – | 74 |
|
|
2024
Q2 | $203K | Sell |
914
-1,292
| -59% | -$287K | 0.06% | 56 |
|
|
2024
Q1 | $585K | Buy |
2,206
+906
| +70% | +$240K | 0.16% | 30 |
|
|
2023
Q4 | $226K | Buy |
+1,300
| New | +$226K | 0.06% | 74 |
|