Balboa 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
2024
Q4
Sell
-18,337
Closed -$663K 362
2024
Q3
$663K Sell
18,337
-3,053
-14% -$110K 0.17% 114
2024
Q2
$730K Buy
+21,390
New +$730K 0.19% 93