JFS Wealth 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 | $20.3K | Buy |
58
+23
| +66% | +$8.06K | ﹤0.01% | 655 |
|
|
2025
Q1 | $6.03K | Sell |
35
-8
| -19% | -$1.38K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $10.7K | Buy |
43
+9
| +26% | +$2.24K | ﹤0.01% | 829 |
|
|
2024
Q3 | $6.06K | Buy |
34
+3
| +10% | +$535 | ﹤0.01% | 1051 |
|
|
2024
Q2 | $6.89K | Hold |
31
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $8.22K | Hold |
31
| – | – | ﹤0.01% | 882 |
|
|
2023
Q4 | $5.39K | Buy |
31
+8
| +35% | +$1.39K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $1.73K | Buy |
23
+13
| +130% | +$976 | ﹤0.01% | 1416 |
|
|
2023
Q2 | $716 | Buy |
10
+7
| +233% | +$501 | ﹤0.01% | 1695 |
|
|
2023
Q1 | $203 | Hold |
3
| – | – | ﹤0.01% | 1826 |
|
|
2022
Q4 | $106 | Hold |
3
| – | – | ﹤0.01% | 1878 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1605 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 802 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 569 |
|