U.S. Capital Wealth Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
3,747
+971
| +35% | +$340K | 0.04% | 376 |
|
|
2025
Q1 | $478K | Buy |
2,776
+39
| +1% | +$6.72K | 0.01% | 598 |
|
|
2024
Q4 | $680K | Buy |
+2,737
| New | +$680K | 0.02% | 499 |
|
|
2023
Q1 | – | Sell |
-227
| Closed | -$8.03K | – | 809 |
|
|
2022
Q4 | $8.03K | Buy |
+227
| New | +$8.03K | ﹤0.01% | 1299 |
|
|
2022
Q2 | – | Sell |
-3,182
| Closed | -$604K | – | 676 |
|
|
2022
Q1 | $604K | Buy |
3,182
+751
| +31% | +$143K | 0.02% | 473 |
|
|
2021
Q4 | $614K | Sell |
2,431
-1,349
| -36% | -$341K | 0.02% | 479 |
|
|
2021
Q3 | $860K | Buy |
+3,780
| New | +$860K | 0.04% | 412 |
|