SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $949K | Sell |
31,600
-22,930
| -42% | -$689K | 7.35% | 6 |
|
|
2019
Q3 | $1.52M | Buy |
54,530
+29,376
| +117% | +$819K | 3.11% | 8 |
|
|
2019
Q2 | $755K | Sell |
25,154
-37,709
| -60% | -$1.13M | 0.72% | 25 |
|
|
2019
Q1 | $1.77M | Sell |
62,863
-5,992
| -9% | -$168K | 1.43% | 16 |
|
|
2018
Q4 | $1.61M | Buy |
68,855
+9,064
| +15% | +$212K | 1.6% | 16 |
|
|
2018
Q3 | $1.7M | Buy |
59,791
+1,062
| +2% | +$30.3K | 1.46% | 22 |
|
|
2018
Q2 | $1.57M | Buy |
58,729
+3,541
| +6% | +$94.7K | 1.67% | 15 |
|
|
2018
Q1 | $1.38M | Buy |
55,188
+6,000
| +12% | +$150K | 1.34% | 16 |
|
|
2017
Q4 | $1.18M | Buy |
+49,188
| New | +$1.18M | 1.06% | 24 |
|