ULWM
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Upper Left Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Upper Left Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$818K Sell
8,705
-670
-7% -$63K 0.55% 39
2025
Q1 		$675K Buy
9,375
+2,993
+47% +$215K 0.48% 42
2024
Q4 		$521K Sell
6,382
-1,220
-16% -$99.5K 0.45% 45
2024
Q3 		$389K Buy
+7,602
New +$389K 0.34% 49