Wiser Advisor Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-264
| Closed | -$45.5K | – | 83 |
|
|
2025
Q1 | $45.5K | Sell |
264
-72
| -21% | -$12.4K | 0.07% | 101 |
|
|
2024
Q4 | $83.4K | Hold |
336
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $59.9K | Sell |
336
-10
| -3% | -$1.78K | 0.09% | 86 |
|
|
2024
Q2 | $76.9K | Hold |
346
| – | – | 0.12% | 76 |
|
|
2024
Q1 | $91.7K | Sell |
346
-8
| -2% | -$2.12K | 0.14% | 66 |
|
|
2023
Q4 | $61.6K | Buy |
+354
| New | +$61.6K | 0.1% | 81 |
|