Wellington Shields Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
25,510
+800
+3% +$49K 0.26% 85
2025
Q1
$1.16M Buy
24,710
+1,600
+7% +$74.9K 0.21% 92
2024
Q4
$1.23M Buy
23,110
+12,550
+119% +$666K 0.22% 91
2024
Q3
$382K Buy
+10,560
New +$382K 0.07% 185