Commonwealth Retirement Investments’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 | $245K | Buy |
+4,000
| New | +$245K | 0.09% | 105 |
|
2025
Q1 | – | Sell |
-13,500
| Closed | -$716K | – | 97 |
|
2024
Q4 | $716K | Buy |
13,500
+2,500
| +23% | +$133K | 0.29% | 70 |
|
2024
Q3 | $397K | Buy |
11,000
+5,000
| +83% | +$181K | 0.17% | 81 |
|
2024
Q2 | $205K | Sell |
6,000
-5,000
| -45% | -$171K | 0.09% | 89 |
|
2024
Q1 | $445K | Buy |
+11,000
| New | +$445K | 0.21% | 69 |
|