Bogart Wealth LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Bogart Wealth LLC’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$126K	Buy
2025 Q2	$94K	Buy
2025 Q1	$67.2K	Sell
2024 Q4	$102K	Sell
2024 Q3	$83.6K	Buy
2024 Q2	$44.8K	Sell
2024 Q1	$54.8K	Buy