Lionsbridge Wealth Management’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
Q1
Sell
-15,208
Closed -$1.24M 63
2024
Q4
$1.24M Buy
15,208
+4,129
+37% +$337K 1.04% 35
2024
Q3
$615K Buy
11,079
+5,746
+108% +$319K 0.49% 58
2024
Q2
$280K Sell
5,333
-4,032
-43% -$212K 0.22% 56
2024
Q1
$581K Buy
+9,365
New +$581K 0.45% 50