Kingswood 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 | $595K | Sell |
1,698
-380
| -18% | -$133K | 0.05% | 368 |
|
|
2025
Q1 | $358K | Buy |
2,078
+910
| +78% | +$157K | 0.03% | 486 |
|
|
2024
Q4 | $290K | Buy |
+1,168
| New | +$290K | 0.02% | 621 |
|
|
2024
Q3 | – | Sell |
-1,030
| Closed | -$229K | – | 682 |
|
|
2024
Q2 | $229K | Buy |
1,030
+2
| +0.2% | +$444 | 0.02% | 601 |
|
|
2024
Q1 | $273K | Sell |
1,028
-598
| -37% | -$159K | 0.03% | 511 |
|
|
2023
Q4 | $283K | Buy |
+1,626
| New | +$283K | 0.03% | 492 |
|
|
2023
Q3 | – | Sell |
-3,597
| Closed | -$257K | – | 436 |
|
|
2023
Q2 | $257K | Buy |
+3,597
| New | +$257K | 0.08% | 219 |
|