Rockline Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Hold
1,414
0.12% 66
2025
Q1
$244K Buy
1,414
+22
+2% +$3.79K 0.07% 88
2024
Q4
$346K Sell
1,392
-460
-25% -$114K 0.09% 79
2024
Q3
$330K Buy
1,852
+695
+60% +$124K 0.09% 78
2024
Q2
$257K Hold
1,157
0.08% 86
2024
Q1
$307K Buy
+1,157
New +$307K 0.11% 80