Optimum 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 | $43.8K | Hold |
125
| – | – | 0.02% | 363 |
|
|
2025
Q1 | $21.5K | Buy |
+125
| New | +$21.5K | 0.01% | 431 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$3.75K | – | 659 |
|
|
2023
Q3 | $3.75K | Hold |
50
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $3.58K | Hold |
50
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $3.38K | Hold |
50
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $1.77K | Hold |
50
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 684 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $9K | Buy |
50
+11
| +28% | +$1.98K | ﹤0.01% | 654 |
|
|
2021
Q4 | $10K | Buy |
39
+14
| +56% | +$3.59K | ﹤0.01% | 675 |
|
|
2021
Q3 | $6K | Sell |
25
-200
| -89% | -$48K | ﹤0.01% | 719 |
|
|
2021
Q2 | $57K | Buy |
+225
| New | +$57K | 0.02% | 473 |
|