SWM
SFG 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 | $821K | Buy |
10,868
+20
| +0.2% | +$1.51K | 0.5% | 33 |
|
|
2025
Q1 | $683K | Buy |
10,848
+267
| +3% | +$16.8K | 0.33% | 57 |
|
|
2024
Q4 | $671K | Hold |
10,581
| – | – | 0.35% | 47 |
|
|
2024
Q3 | $627K | Buy |
10,581
+339
| +3% | +$20.1K | 0.33% | 48 |
|
|
2024
Q2 | $578K | Hold |
10,242
| – | – | 0.33% | 48 |
|
|
2024
Q1 | $578K | Sell |
10,242
-240
| -2% | -$13.5K | 0.34% | 44 |
|
|
2023
Q4 | $564K | Buy |
10,482
+300
| +3% | +$16.2K | 0.38% | 45 |
|
|
2023
Q3 | $463K | Buy |
10,182
+288
| +3% | +$13.1K | 0.37% | 46 |
|
|
2023
Q2 | $449K | Hold |
9,894
| – | – | 0.38% | 50 |
|
|
2023
Q1 | $423K | Hold |
9,894
| – | – | 0.47% | 40 |
|
|
2022
Q4 | $383K | Buy |
9,894
+610
| +7% | +$23.6K | 0.47% | 45 |
|
|
2022
Q3 | $358K | Hold |
9,284
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $374K | Buy |
9,284
+1,630
| +21% | +$65.7K | 0.44% | 50 |
|
|
2022
Q1 | $407K | Buy |
7,654
+2,828
| +59% | +$150K | 0.38% | 52 |
|
|
2021
Q4 | $255K | Buy |
+4,826
| New | +$255K | 0.23% | 81 |
|