RSWM
Robertson Stephens Wealth Management’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 | $394K | Sell |
4,196
-540
| -11% | -$50.8K | 0.01% | 409 |
|
|
2025
Q1 | $341K | Buy |
4,736
+928
| +24% | +$66.8K | 0.01% | 424 |
|
|
2024
Q4 | $311K | Sell |
3,808
-789
| -17% | -$64.4K | 0.01% | 457 |
|
|
2024
Q3 | $255K | Buy |
4,597
+581
| +14% | +$32.3K | 0.01% | 544 |
|
|
2024
Q2 | $211K | Buy |
+4,016
| New | +$211K | 0.01% | 469 |
|