SWM
SeaCrest Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
54,673
+20,440
| +60% | +$1.25M | 0.36% | 50 |
|
|
2025
Q1 | $1.6M | Sell |
34,233
-4,003
| -10% | -$187K | 0.18% | 103 |
|
|
2024
Q4 | $2.03M | Buy |
38,236
+4,913
| +15% | +$261K | 0.21% | 86 |
|
|
2024
Q3 | $1.2M | Sell |
33,323
-7,849
| -19% | -$284K | 0.13% | 150 |
|
|
2024
Q2 | $1.41M | Buy |
41,172
+3,523
| +9% | +$120K | 0.16% | 122 |
|
|
2024
Q1 | $1.52M | Buy |
+37,649
| New | +$1.52M | 0.19% | 116 |
|