Exencial Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
82,681
+5,451
| +7% | +$512K | 0.27% | 103 |
|
|
2025
Q1 | $5.56M | Sell |
77,230
-25,649
| -25% | -$1.85M | 0.21% | 130 |
|
|
2024
Q4 | $8.39M | Buy |
102,879
+54,264
| +112% | +$4.43M | 0.31% | 96 |
|
|
2024
Q3 | $2.7M | Buy |
48,615
+30,828
| +173% | +$1.71M | 0.1% | 187 |
|
|
2024
Q2 | $933K | Hold |
17,787
| – | – | 0.04% | 279 |
|
|
2024
Q1 | $1.1M | Buy |
+17,787
| New | +$1.1M | 0.04% | 262 |
|