CNWM
Clay Northam Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
12,805
-180
| -1% | -$11K | 0.5% | 34 |
|
|
2025
Q1 | $608K | Buy |
12,985
+1,060
| +9% | +$49.6K | 0.43% | 39 |
|
|
2024
Q4 | $633K | Buy |
11,925
+2,330
| +24% | +$124K | 0.41% | 37 |
|
|
2024
Q3 | $347K | Buy |
9,595
+1,220
| +15% | +$44.1K | 0.24% | 54 |
|
|
2024
Q2 | $286K | Buy |
8,375
+75
| +0.9% | +$2.56K | 0.22% | 59 |
|
|
2024
Q1 | $336K | Buy |
+8,300
| New | +$336K | 0.27% | 54 |
|