Bogart Wealth LLC’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
$94K Buy
1,535
+100
+7% +$6.12K ﹤0.01% 332
2025
Q1
$67.2K Sell
1,435
-488
-25% -$22.8K ﹤0.01% 359
2024
Q4
$102K Sell
1,923
-390
-17% -$20.7K ﹤0.01% 312
2024
Q3
$83.6K Buy
2,313
+1,000
+76% +$36.1K ﹤0.01% 327
2024
Q2
$44.8K Sell
1,313
-41
-3% -$1.4K ﹤0.01% 426
2024
Q1
$54.8K Buy
+1,354
New +$54.8K ﹤0.01% 365