SSWM
Strait & Sound 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 | $405K | Hold |
4,310
| – | – | 0.17% | 98 |
|
|
2025
Q1 | $310K | Buy |
4,310
+310
| +8% | +$22.3K | 0.14% | 113 |
|
|
2024
Q4 | $326K | Hold |
4,000
| – | – | 0.15% | 105 |
|
|
2024
Q3 | $222K | Hold |
4,000
| – | – | 0.11% | 131 |
|
|
2024
Q2 | $210K | Buy |
+4,000
| New | +$210K | 0.11% | 136 |
|