Executive Wealth Management’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
$2.78M Buy
52,408
+5,693
+12% +$302K 0.22% 108
2024
Q3
$1.69M Sell
46,715
-223
-0.5% -$8.06K 0.13% 122
2024
Q2
$1.6M Sell
46,938
-704
-1% -$24K 0.29% 55
2024
Q1
$1.89M Buy
+47,642
New +$1.89M 0.17% 110