AE Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
13,956
-1,069
| -7% | -$100K | 0.01% | 650 |
|
|
2025
Q1 | $1.08M | Buy |
15,025
+2,916
| +24% | +$210K | 0.01% | 686 |
|
|
2024
Q4 | $988K | Sell |
12,109
-407
| -3% | -$33.2K | 0.01% | 700 |
|
|
2024
Q3 | $695K | Sell |
12,516
-1,126
| -8% | -$62.5K | 0.01% | 799 |
|
|
2024
Q2 | $716K | Buy |
13,642
+8,125
| +147% | +$426K | 0.01% | 789 |
|
|
2024
Q1 | $342K | Buy |
+5,517
| New | +$342K | ﹤0.01% | 924 |
|