Avitas Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$760K Sell
14,324
-392
-3% -$20.8K 0.11% 143
2024
Q3
$532K Buy
14,716
+2,018
+16% +$72.9K 0.07% 159
2024
Q2
$434K Sell
12,698
-756
-6% -$25.8K 0.06% 170
2024
Q1
$544K Buy
+13,454
New +$544K 0.08% 168