CW
IDAT

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

CreativeOne Wealth’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18,200
Closed -$443K – 695
2023
Q2 		$443K Buy
18,200
+9,400
+107% +$229K 0.02% 528
2023
Q1 		$209K Buy
+8,800
New +$209K 0.01% 740