Northeast Financial Consultants’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.71M Sell
126,029
-9,895
-7% -$606K 0.32% 47
2025
Q1
$6.36M Hold
135,924
0.28% 55
2024
Q4
$7.21M Sell
135,924
-39,293
-22% -$2.08M 0.3% 50
2024
Q3
$6.33M Buy
+175,217
New +$6.33M 0.28% 54