Tradition 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 | $314K | Buy |
+897
| New | +$314K | 0.03% | 341 |
|
|
2024
Q2 | – | Sell |
-1,213
| Closed | -$322K | – | 406 |
|
|
2024
Q1 | $322K | Buy |
1,213
+85
| +8% | +$22.5K | 0.03% | 296 |
|
|
2023
Q4 | $196K | Buy |
1,128
+664
| +143% | +$115K | 0.02% | 329 |
|
|
2023
Q3 | $35K | Sell |
464
-190
| -29% | -$14.3K | ﹤0.01% | 687 |
|
|
2023
Q2 | $47K | Hold |
654
| – | – | 0.01% | 638 |
|
|
2023
Q1 | $44K | Buy |
654
+86
| +15% | +$5.79K | 0.01% | 642 |
|
|
2022
Q4 | $20K | Sell |
568
-31
| -5% | -$1.09K | ﹤0.01% | 748 |
|
|
2022
Q3 | $39K | Sell |
599
-197
| -25% | -$12.8K | 0.01% | 572 |
|
|
2022
Q2 | $37K | Buy |
796
+197
| +33% | +$9.16K | 0.01% | 519 |
|
|
2022
Q1 | $114K | Buy |
599
+321
| +115% | +$61.1K | 0.01% | 379 |
|
|
2021
Q4 | $70K | Buy |
278
+127
| +84% | +$32K | 0.01% | 463 |
|
|
2021
Q3 | $34K | Buy |
151
+62
| +70% | +$14K | ﹤0.01% | 607 |
|
|
2021
Q2 | $23K | Buy |
+89
| New | +$23K | ﹤0.01% | 724 |
|