RSWM
Robertson Stephens Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7M | Buy |
92,574
+86,494
| +1,423% | +$6.54M | 0.22% | 81 |
|
2025
Q1 | $383K | Sell |
6,080
-436
| -7% | -$27.5K | 0.01% | 400 |
|
2024
Q4 | $413K | Sell |
6,516
-237
| -4% | -$15K | 0.01% | 396 |
|
2024
Q3 | $400K | Buy |
6,753
+528
| +8% | +$31.3K | 0.01% | 457 |
|
2024
Q2 | $351K | Sell |
6,225
-97,616
| -94% | -$5.51M | 0.02% | 386 |
|
2024
Q1 | $5.86M | Buy |
103,841
+37,534
| +57% | +$2.12M | 0.31% | 56 |
|
2023
Q4 | $3.57M | Buy |
+66,307
| New | +$3.57M | 0.22% | 85 |
|
2022
Q2 | – | Sell |
-5,065
| Closed | -$269K | – | 381 |
|
2022
Q1 | $269K | Sell |
5,065
-546
| -10% | -$29K | 0.02% | 328 |
|
2021
Q4 | $296K | Buy |
+5,611
| New | +$296K | 0.02% | 321 |
|