Spire Wealth Management’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-102
| Closed | -$2.85K | – | 2352 |
|
|
2023
Q4 | $2.85K | Hold |
102
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q3 | $2.38K | Hold |
102
| – | – | ﹤0.01% | 2101 |
|
|
2023
Q2 | $2.48K | Buy |
102
+1
| +1% | +$24 | ﹤0.01% | 2162 |
|
|
2023
Q1 | $2.4K | Hold |
101
| – | – | ﹤0.01% | 2225 |
|
|
2022
Q4 | $2K | Hold |
101
| – | – | ﹤0.01% | 2055 |
|
|
2022
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 1954 |
|
|
2022
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 2359 |
|