EWA
EverSource Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Buy |
383,065
+21,049
| +6% | +$1.98M | 1.63% | 7 |
|
|
2025
Q1 | $26.1M | Buy |
362,016
+32,537
| +10% | +$2.34M | 1.43% | 8 |
|
|
2024
Q4 | $26.9M | Buy |
329,479
+13,785
| +4% | +$1.12M | 1.51% | 9 |
|
|
2024
Q3 | $17.5M | Sell |
315,694
-720
| -0.2% | -$40K | 1.11% | 19 |
|
|
2024
Q2 | $18.1M | Buy |
316,414
+37,294
| +13% | +$2.13M | 1.2% | 15 |
|
|
2024
Q1 | $14.4M | Buy |
+279,120
| New | +$14.4M | 1.13% | 18 |
|