Carson Wealth (CWM LLC)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
6,925
+1,321
| +24% | +$28.4K | ﹤0.01% | 2409 |
|
|
2025
Q1 | $103K | Buy |
5,604
+1,294
| +30% | +$23.8K | ﹤0.01% | 2399 |
|
|
2024
Q4 | $98K | Buy |
4,310
+2,983
| +225% | +$67.8K | ﹤0.01% | 2291 |
|
|
2024
Q3 | $25K | Buy |
1,327
+464
| +54% | +$8.74K | ﹤0.01% | 3214 |
|
|
2024
Q2 | $19K | Buy |
863
+813
| +1,626% | +$17.9K | ﹤0.01% | 3132 |
|
|
2024
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 3931 |
|
|
2023
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3898 |
|
|
2023
Q3 | $1K | Sell |
50
-40
| -44% | -$800 | ﹤0.01% | 3928 |
|
|
2023
Q2 | $2K | Sell |
90
-290
| -76% | -$6.44K | ﹤0.01% | 3746 |
|
|
2023
Q1 | $7K | Buy |
380
+30
| +9% | +$553 | ﹤0.01% | 3120 |
|
|
2022
Q4 | $4K | Hold |
350
| – | – | ﹤0.01% | 3263 |
|
|
2022
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 3133 |
|
|
2022
Q2 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 3045 |
|