BBPWM
IDAT

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

Blue Bell Private 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
2022
Q1 		– Sell
-25
Closed -$1K – 888
2021
Q4 		$1K Buy
+25
New +$707 ﹤0.01% 782

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Blue Bell Private Wealth Management's IDAT Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in IDAT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 9 funds tracked by Wall St. Rank hold IDAT as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 25 iShares Future Cloud 5G and Tech ETF shares in Q1 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in iShares Future Cloud 5G and Tech ETF in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's iShares Future Cloud 5G and Tech ETF position peaked at $1K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.