ULWM
Upper Left 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 | $5.91M | Buy |
96,473
+3,551
| +4% | +$217K | 3.94% | 4 |
|
|
2025
Q1 | $4.35M | Buy |
92,922
+3,592
| +4% | +$168K | 3.12% | 9 |
|
|
2024
Q4 | $4.74M | Buy |
89,330
+3,884
| +5% | +$206K | 4.05% | 6 |
|
|
2024
Q3 | $2.85M | Buy |
85,446
+34,356
| +67% | +$1.15M | 2.49% | 15 |
|
|
2024
Q2 | $1.74M | Buy |
51,090
+2,530
| +5% | +$86.4K | 1.58% | 20 |
|
|
2024
Q1 | $1.97M | Buy |
+48,560
| New | +$1.97M | 1.82% | 20 |
|