Rise 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
$4.91K Buy
14
+10
+250% +$3.51K ﹤0.01% 1157
2025
Q1
$689 Buy
+4
New +$689 ﹤0.01% 1342
2024
Q4
Sell
-34
Closed -$6.06K 1135
2024
Q3
$6.06K Buy
34
+11
+48% +$1.96K ﹤0.01% 1067
2024
Q2
$5.11K Buy
23
+8
+53% +$1.78K ﹤0.01% 1075
2024
Q1
$3.98K Sell
15
-35
-70% -$9.28K ﹤0.01% 1103
2023
Q4
$8.7K Hold
50
0.01% 332
2023
Q3
$3.75K Buy
+50
New +$3.75K ﹤0.01% 403
2023
Q2
Hold
0
704
2023
Q1
Sell
-37
Closed -$1.31K 813
2022
Q4
$1.31K Buy
37
+22
+147% +$778 ﹤0.01% 621
2022
Q3
$1K Sell
15
-85
-85% -$5.67K ﹤0.01% 612
2022
Q2
$5K Buy
100
+94
+1,567% +$4.7K 0.01% 432
2022
Q1
$1K Hold
6
﹤0.01% 589
2021
Q4
$1.51K Buy
+6
New +$1.51K ﹤0.01% 566