Planning Directions’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
3,428
-765
| -18% | -$268K | 0.68% | 28 |
|
|
2025
Q1 | $722K | Buy |
4,193
+136
| +3% | +$23.4K | 0.31% | 54 |
|
|
2024
Q4 | $1.01M | Buy |
4,057
+1,922
| +90% | +$477K | 0.58% | 29 |
|
|
2024
Q3 | $380K | Buy |
+2,135
| New | +$380K | 0.23% | 53 |
|
|
2024
Q1 | – | Sell |
-3,257
| Closed | -$566K | – | 78 |
|
|
2023
Q4 | $566K | Buy |
+3,257
| New | +$566K | 0.4% | 34 |
|