Mount Yale Investment 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 | $868K | Buy |
2,477
+119
| +5% | +$41.7K | 0.07% | 234 |
|
|
2025
Q1 | $406K | Buy |
2,358
+980
| +71% | +$169K | 0.03% | 370 |
|
|
2024
Q4 | $342K | Buy |
1,378
+83
| +6% | +$20.6K | 0.03% | 411 |
|
|
2024
Q3 | $231K | Sell |
1,295
-52
| -4% | -$9.27K | 0.02% | 499 |
|
|
2024
Q2 | $299K | Sell |
1,347
-98
| -7% | -$21.8K | 0.02% | 434 |
|
|
2024
Q1 | $383K | Sell |
1,445
-588
| -29% | -$156K | 0.03% | 402 |
|
|
2023
Q4 | $354K | Buy |
+2,033
| New | +$354K | 0.03% | 380 |
|