Simplicity Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
1,418
-8,917
| -86% | -$3.13M | 0.02% | 458 |
|
|
2025
Q1 | $1.78M | Buy |
10,335
+8,199
| +384% | +$1.41M | 0.14% | 166 |
|
|
2024
Q4 | $530K | Buy |
+2,136
| New | +$530K | 0.11% | 159 |
|
|
2024
Q3 | – | Sell |
-3,752
| Closed | -$834K | – | 628 |
|
|
2024
Q2 | $834K | Buy |
3,752
+387
| +12% | +$86K | 0.02% | 584 |
|
|
2024
Q1 | $892K | Buy |
+3,365
| New | +$892K | 0.02% | 550 |
|