Concord Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-576	Closed	-$20.8K	–	956
2024 Q3	$20.8K	Hold	576	–	–	﹤0.01%	462
2024 Q2	$19.7K	Hold	576	–	–	﹤0.01%	428
2024 Q1	$23.3K	Buy	+576	New	+$23.3K	﹤0.01%	469