Joseph P. Lucia & Associates’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Buy |
+655
| New | +$230K | 0.09% | 134 |
|
2022
Q3 | – | Sell |
-353
| Closed | -$17K | – | 162 |
|
2022
Q2 | $17K | Buy |
+353
| New | +$17K | 0.01% | 262 |
|
2021
Q4 | – | Sell |
-185
| Closed | -$42K | – | 209 |
|
2021
Q3 | $42K | Buy |
185
+15
| +9% | +$3.41K | 0.02% | 232 |
|
2021
Q2 | $43K | Buy |
+170
| New | +$43K | 0.03% | 229 |
|