PWA
Primoris Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
3,772
-1,450
| -28% | -$88.8K | 0.16% | 86 |
|
|
2025
Q1 | $244K | Buy |
5,222
+49
| +0.9% | +$2.29K | 0.19% | 84 |
|
|
2024
Q4 | $274K | Buy |
+5,173
| New | +$274K | 0.21% | 76 |
|
|
2024
Q2 | – | Sell |
-5,006
| Closed | -$203K | – | 104 |
|
|
2024
Q1 | $203K | Buy |
+5,006
| New | +$203K | 0.16% | 88 |
|