TWA
TCI Wealth Advisors’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+640
| New | +$224K | 0.02% | 221 |
|
|
2023
Q2 | – | Sell |
-1,219
| Closed | -$82.4K | – | 628 |
|
|
2023
Q1 | $82.4K | Buy |
1,219
+330
| +37% | +$22.3K | 0.01% | 310 |
|
|
2022
Q4 | $31.5K | Buy |
889
+19
| +2% | +$672 | ﹤0.01% | 529 |
|
|
2022
Q3 | $56K | Buy |
870
+19
| +2% | +$1.22K | 0.01% | 335 |
|
|
2022
Q2 | $40K | Buy |
851
+166
| +24% | +$7.8K | 0.01% | 427 |
|
|
2022
Q1 | $130K | Buy |
685
+438
| +177% | +$83.1K | 0.02% | 223 |
|
|
2021
Q4 | $62K | Buy |
247
+72
| +41% | +$18.1K | 0.01% | 354 |
|
|
2021
Q3 | $40K | Buy |
175
+160
| +1,067% | +$36.6K | 0.01% | 465 |
|
|
2021
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 1529 |
|