Highland Financial 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 | $2.06M | Sell |
21,960
-193
| -0.9% | -$18.1K | 0.66% | 20 |
|
|
2025
Q1 | $1.59M | Sell |
22,153
-650
| -3% | -$46.8K | 0.57% | 21 |
|
|
2024
Q4 | $1.86M | Sell |
22,803
-4,091
| -15% | -$334K | 0.64% | 21 |
|
|
2024
Q3 | $1.49M | Buy |
26,894
+4,150
| +18% | +$230K | 0.53% | 23 |
|
|
2024
Q2 | $1.19M | Buy |
22,744
+6,389
| +39% | +$335K | 0.44% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
+16,355
| New | +$1.02M | 0.41% | 27 |
|