Keystone Wealth Services’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
1,937
+311
| +19% | +$109K | 0.16% | 139 |
|
|
2025
Q1 | $280K | Sell |
1,626
-166
| -9% | -$28.6K | 0.08% | 216 |
|
|
2024
Q4 | $445K | Hold |
1,792
| – | – | 0.12% | 159 |
|
|
2024
Q3 | $319K | Hold |
1,792
| – | – | 0.09% | 201 |
|
|
2024
Q2 | $398K | Hold |
1,792
| – | – | 0.12% | 149 |
|
|
2024
Q1 | $475K | Sell |
1,792
-43
| -2% | -$11.4K | 0.15% | 132 |
|
|
2023
Q4 | $319K | Buy |
+1,835
| New | +$319K | 0.11% | 164 |
|
|
2022
Q2 | – | Sell |
-1,637
| Closed | -$311K | – | 173 |
|
|
2022
Q1 | $311K | Hold |
1,637
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $413K | Buy |
+1,637
| New | +$413K | 0.17% | 106 |
|