WR Wealth Planners’s Grayscale Bitcoin Trust GBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60.9K | Sell |
823
-267
| -24% | -$19.8K | 0.02% | 295 |
|
|
2024
Q3 | $55K | Sell |
1,090
-559
| -34% | -$28.2K | 0.02% | 331 |
|
|
2024
Q2 | $79.3K | Hold |
1,649
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $94.1K | Buy |
+1,649
| New | +$94.1K | 0.03% | 259 |
|
|
2023
Q4 | – | Sell |
-1,649
| Closed | -$28.6K | – | 441 |
|
|
2023
Q3 | $28.6K | Hold |
1,649
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $28.6K | Hold |
1,649
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $24.4K | Buy |
1,649
+94
| +6% | +$1.39K | 0.01% | 402 |
|
|
2022
Q4 | $11.6K | Hold |
1,555
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $16K | Hold |
1,555
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $16.9K | Hold |
1,555
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $42.9K | Buy |
+1,555
| New | +$42.9K | 0.03% | 180 |
|