Strategic Wealth Partners’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
+2,785
| New | +$976K | 0.08% | 158 |
|
|
2024
Q4 | $610K | Buy |
2,045
+336
| +20% | +$100K | 0.05% | 186 |
|
|
2024
Q3 | $304K | Sell |
1,709
-9
| -0.5% | -$1.6K | 0.03% | 253 |
|
|
2024
Q2 | $382K | Sell |
1,718
-97
| -5% | -$21.6K | 0.04% | 218 |
|
|
2024
Q1 | $481K | Sell |
1,815
-23
| -1% | -$6.1K | 0.05% | 199 |
|
|
2023
Q4 | $320K | Buy |
+1,838
| New | +$320K | 0.04% | 223 |
|