LWMG
Levy Wealth Management Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $370K | Buy |
6,564
+29
| +0.4% | +$1.64K | 0.09% | 71 |
|
|
2024
Q1 | $352K | Hold |
6,535
| – | – | 0.1% | 72 |
|
|
2023
Q4 | $352K | Hold |
6,535
| – | – | 0.1% | 72 |
|
|
2023
Q3 | $297K | Buy |
6,535
+1
| +0% | +$45 | 0.09% | 82 |
|
|
2023
Q2 | $297K | Sell |
6,534
-1,776
| -21% | -$80.6K | 0.09% | 86 |
|
|
2023
Q1 | $355K | Hold |
8,310
| – | – | 0.11% | 68 |
|
|
2022
Q4 | $322K | Buy |
8,310
+17
| +0.2% | +$658 | 0.11% | 67 |
|
|
2022
Q3 | $319K | Hold |
8,293
| – | – | 0.14% | 55 |
|
|
2022
Q2 | $334K | Buy |
8,293
+2,601
| +46% | +$105K | 0.15% | 50 |
|
|
2022
Q1 | $302K | Buy |
5,692
+2
| +0% | +$106 | 0.13% | 52 |
|
|
2021
Q4 | $300K | Buy |
5,690
+30
| +0.5% | +$1.58K | 0.14% | 56 |
|
|
2021
Q3 | $276K | Hold |
5,660
| – | – | 0.15% | 55 |
|
|
2021
Q2 | $265K | Buy |
5,660
+420
| +8% | +$19.7K | 0.15% | 54 |
|
|
2021
Q1 | $219K | Sell |
5,240
-1
| -0% | -$42 | 0.14% | 60 |
|
|
2020
Q4 | $233K | Buy |
+5,241
| New | +$233K | 0.17% | 49 |
|