SWM
IDAT

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

Spire 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
2024
Q1 		– Sell
2023
Q4 		$2.85K Hold
2023
Q3 		$2.38K Hold
2023
Q2 		$2.48K Buy
2023
Q1 		$2.4K Hold
2022
Q4 		$2K Hold
2022
Q3 		$2K Hold
2022
Q2 		$2K Buy