Avid Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Buy |
30,455
+2,284
| +8% | +$140K | 1.07% | 21 |
|
2025
Q1 | $1.32M | Buy |
28,171
+21,859
| +346% | +$1.02M | 0.89% | 22 |
|
2024
Q4 | $335K | Buy |
6,312
+104
| +2% | +$5.52K | 0.24% | 35 |
|
2024
Q3 | $224K | Buy |
+6,208
| New | +$224K | 0.16% | 36 |
|
2024
Q2 | – | Sell |
-5,808
| Closed | -$235K | – | 42 |
|
2024
Q1 | $235K | Buy |
+5,808
| New | +$235K | 0.19% | 36 |
|