SWM
StoneCrest 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 | $5.38M | Sell |
71,167
-6,065
| -8% | -$458K | 2.56% | 12 |
|
|
2025
Q1 | $4.87M | Sell |
77,232
-18,534
| -19% | -$1.17M | 3.09% | 11 |
|
|
2024
Q4 | $6.08M | Buy |
95,766
+3,738
| +4% | +$237K | 3.97% | 6 |
|
|
2024
Q3 | $5.45M | Buy |
92,028
+925
| +1% | +$54.8K | 3.97% | 7 |
|
|
2024
Q2 | $5.14M | Sell |
91,103
-12,935
| -12% | -$730K | 3.92% | 8 |
|
|
2024
Q1 | $5.87M | Buy |
104,038
+2,096
| +2% | +$118K | 5.07% | 5 |
|
|
2023
Q4 | $5.49M | Buy |
+101,942
| New | +$5.49M | 5.26% | 5 |
|