WealthPLAN Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-61,689
| Closed | -$3.48M | – | 302 |
|
|
2024
Q1 | $3.48M | Buy |
61,689
+1,144
| +2% | +$64.5K | 0.36% | 89 |
|
|
2023
Q4 | $3.26M | Buy |
60,545
+12,252
| +25% | +$660K | 0.34% | 84 |
|
|
2023
Q3 | $2.19M | Buy |
48,293
+4,676
| +11% | +$212K | 0.26% | 97 |
|
|
2023
Q2 | $1.98M | Sell |
43,617
-15,877
| -27% | -$721K | 0.28% | 92 |
|
|
2023
Q1 | $2.54M | Sell |
59,494
-1,740
| -3% | -$74.4K | 0.29% | 82 |
|
|
2022
Q4 | $2.59M | Buy |
+61,234
| New | +$2.59M | 0.18% | 105 |
|
|
2022
Q1 | $1.86M | Buy |
39,696
+2,341
| +6% | +$110K | 0.13% | 121 |
|
|
2021
Q4 | $1.79M | Buy |
37,355
+7,702
| +26% | +$368K | 0.12% | 129 |
|
|
2021
Q3 | $1.52M | Buy |
29,653
+1,454
| +5% | +$74.7K | 0.1% | 136 |
|
|
2021
Q2 | $1.36M | Buy |
28,199
+2,387
| +9% | +$115K | 0.1% | 130 |
|
|
2021
Q1 | $1.11M | Buy |
25,812
+3,968
| +18% | +$171K | 0.09% | 136 |
|
|
2020
Q4 | $990K | Buy |
21,844
+409
| +2% | +$18.5K | 0.08% | 139 |
|
|
2020
Q3 | $772K | Sell |
21,435
-6,204
| -22% | -$223K | 0.08% | 147 |
|
|
2020
Q2 | $964K | Buy |
27,639
+85
| +0.3% | +$2.97K | 0.1% | 121 |
|
|
2020
Q1 | $817K | Buy |
27,554
+17,191
| +166% | +$510K | 0.11% | 117 |
|
|
2019
Q4 | $336K | Buy |
+10,363
| New | +$336K | 0.04% | 188 |
|