MCIA
Mountain Capital Investment Advisors’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
1,167
-10
| -0.8% | -$3.35K | 0.08% | 38 |
|
|
2025
Q1 | $240K | Sell |
1,177
-164
| -12% | -$33.4K | 0.05% | 49 |
|
|
2024
Q4 | $396K | Hold |
1,341
| – | – | 0.08% | 34 |
|
|
2024
Q3 | $428K | Sell |
1,341
-22
| -2% | -$7.02K | 0.09% | 34 |
|
|
2024
Q2 | $331K | Sell |
1,363
-30
| -2% | -$7.29K | 0.08% | 32 |
|
|
2024
Q1 | $338K | Buy |
1,393
+5
| +0.4% | +$1.22K | 0.09% | 27 |
|
|
2023
Q4 | $221K | Buy |
+1,388
| New | +$221K | 0.07% | 57 |
|
|
2022
Q1 | – | Sell |
-1,322
| Closed | -$314K | – | 94 |
|
|
2021
Q4 | $314K | Buy |
1,322
+168
| +15% | +$39.9K | 0.14% | 107 |
|
|
2021
Q3 | $286K | Buy |
+1,154
| New | +$286K | 0.15% | 115 |
|