BWM
IDAT

Baystate Wealth Management’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

Baystate Wealth Management’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.87K Buy
2023
Q3 		$2.43K Hold
2023
Q2 		$2.52K Hold
2023
Q1 		$2.45K Hold
2022
Q4 		$2K Buy
2022
Q3 		$2K Hold
2022
Q2 		$2K Hold
2022
Q1 		$3K Hold
2021
Q4 		$3K Buy