KWA
Kingswood 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 | $8.55M | Buy |
90,931
+6,716
| +8% | +$631K | 0.67% | 21 |
|
|
2025
Q1 | $6.06M | Buy |
84,215
+2,606
| +3% | +$188K | 0.55% | 25 |
|
|
2024
Q4 | $6.66M | Sell |
81,609
-24,359
| -23% | -$1.99M | 0.5% | 32 |
|
|
2024
Q3 | $5.88M | Buy |
105,968
+5,052
| +5% | +$281K | 0.42% | 48 |
|
|
2024
Q2 | $5.29M | Buy |
100,916
+27,765
| +38% | +$1.46M | 0.48% | 33 |
|
|
2024
Q1 | $4.54M | Buy |
+73,151
| New | +$4.54M | 0.52% | 30 |
|