Wealthcare Advisory 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 | $996K | Sell |
2,843
-512
| -15% | -$179K | 0.02% | 484 |
|
|
2025
Q1 | $578K | Buy |
3,355
+1,561
| +87% | +$269K | 0.02% | 559 |
|
|
2024
Q4 | $445K | Buy |
1,794
+135
| +8% | +$33.5K | 0.01% | 600 |
|
|
2024
Q3 | $296K | Buy |
1,659
+279
| +20% | +$49.7K | 0.01% | 726 |
|
|
2024
Q2 | $307K | Buy |
1,380
+131
| +10% | +$29.1K | 0.01% | 671 |
|
|
2024
Q1 | $331K | Sell |
1,249
-10
| -0.8% | -$2.65K | 0.01% | 637 |
|
|
2023
Q4 | $219K | Buy |
+1,259
| New | +$219K | 0.01% | 697 |
|
|
2022
Q1 | – | Sell |
-1,126
| Closed | -$284K | – | 547 |
|
|
2021
Q4 | $284K | Sell |
1,126
-891
| -44% | -$225K | 0.02% | 456 |
|
|
2021
Q3 | $459K | Buy |
2,017
+575
| +40% | +$131K | 0.03% | 332 |
|
|
2021
Q2 | $365K | Buy |
+1,442
| New | +$365K | 0.02% | 374 |
|