Berger Financial Group’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 | – | Sell |
-7,362
| Closed | -$530K | – | 420 |
|
|
2025
Q1 | $530K | Hold |
7,362
| – | – | 0.04% | 251 |
|
|
2024
Q4 | $601K | Buy |
7,362
+75
| +1% | +$6.12K | 0.04% | 231 |
|
|
2024
Q3 | $405K | Hold |
7,287
| – | – | 0.03% | 258 |
|
|
2024
Q2 | $382K | Buy |
7,287
+90
| +1% | +$4.72K | 0.03% | 242 |
|
|
2024
Q1 | $447K | Buy |
+7,197
| New | +$447K | 0.04% | 218 |
|