Cornerstone Planning Group’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-177
Closed -$6.85K 1204
2023
Q4
$6.85K Hold
177
﹤0.01% 490
2023
Q3
$4.61K Hold
177
﹤0.01% 539
2023
Q2
$5.29K Buy
+177
New +$4.93K ﹤0.01% 877
2022
Q4
$3.8K Buy
+176
New +$3.13K ﹤0.01% 1017

Cornerstone Planning Group's XBTF Position: Q1 2024 in Review

Cornerstone Planning Group sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q1 2024, closing a stake of 177 shares — an estimated $6.85K sold.

Cornerstone Planning Group first reported a position in XBTF in Q4 2022 and held it in 4 quarters. The position peaked at $6.85K in Q4 2023. 0 funds tracked by Wall St. Rank hold XBTF as of Q1 2024.

  • Cornerstone Planning Group reported no remaining VanEck Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 177 VanEck Bitcoin Strategy ETF shares in Q1 2024, an estimated $6.85K.
  • Cornerstone Planning Group first reported a position in VanEck Bitcoin Strategy ETF in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's VanEck Bitcoin Strategy ETF position peaked at $6.85K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.