Morling Financial 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 | $24.7M | Sell |
70,355
-445
| -0.6% | -$156K | 8.06% | 4 |
|
|
2025
Q1 | $12.2M | Buy |
70,800
+47
| +0.1% | +$8.1K | 4.2% | 8 |
|
|
2024
Q4 | $17.6M | Sell |
70,753
-407
| -0.6% | -$101K | 6.12% | 6 |
|
|
2024
Q3 | $12.7M | Sell |
71,160
-401
| -0.6% | -$71.4K | 4.83% | 7 |
|
|
2024
Q2 | $15.9M | Sell |
71,561
-2,000
| -3% | -$444K | 6.93% | 5 |
|
|
2024
Q1 | $19.5M | Sell |
73,561
-7,600
| -9% | -$2.01M | 11.15% | 2 |
|
|
2023
Q4 | $14.1M | Sell |
81,161
-5,450
| -6% | -$948K | 11.39% | 2 |
|
|
2023
Q3 | $6.5M | Sell |
86,611
-1,200
| -1% | -$90.1K | 6.44% | 5 |
|
|
2023
Q2 | $6.28M | Sell |
87,811
-40
| -0% | -$2.86K | 6.04% | 6 |
|
|
2023
Q1 | $5.94M | Sell |
87,851
-2,160
| -2% | -$146K | 6.4% | 5 |
|
|
2022
Q4 | $3.19M | Sell |
90,011
-4,004
| -4% | -$142K | 4.06% | 10 |
|
|
2022
Q3 | $6.06M | Sell |
94,015
-5,000
| -5% | -$322K | 8.26% | 3 |
|
|
2022
Q2 | $4.66M | Buy |
+99,015
| New | +$4.66M | 6.08% | 5 |
|
|
2022
Q1 | – | Sell |
-126,949
| Closed | -$32M | – | 82 |
|
|
2021
Q4 | $32M | Buy |
+126,949
| New | +$32M | 30.65% | 1 |
|