B. Riley Wealth Advisors’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,691
| Closed | -$222K | – | 1424 |
|
|
2024
Q1 | $222K | Buy |
+4,691
| New | +$247K | 0.01% | 1212 |
|
|
2023
Q4 | – | Sell |
-4,691
| Closed | -$222K | – | 1415 |
|
|
2023
Q3 | $222K | Sell |
4,691
-14,569
| -76% | -$642K | 0.01% | 1212 |
|
|
2023
Q2 | $818K | Buy |
19,260
+15,276
| +383% | +$696K | 0.02% | 635 |
|
|
2023
Q1 | $209K | Buy |
+3,984
| New | +$199K | 0.01% | 1272 |
|
|
2022
Q4 | – | Sell |
-6,454
| Closed | -$262K | – | 1507 |
|
|
2022
Q3 | $262K | Sell |
6,454
-694
| -10% | -$33.3K | 0.01% | 1086 |
|
|
2022
Q2 | $328K | Sell |
7,148
-17
| -0.2% | -$881 | 0.01% | 835 |
|
|
2022
Q1 | $436K | Buy |
7,165
+306
| +4% | +$20K | 0.01% | 822 |
|
|
2021
Q4 | $528K | Sell |
6,859
-1,543
| -18% | -$95.2K | 0.02% | 780 |
|
|
2021
Q3 | $432K | Hold |
8,402
| – | – | 0.01% | 848 |
|
|
2021
Q2 | $478K | Sell |
8,402
-790
| -9% | -$43.5K | 0.02% | 788 |
|
|
2021
Q1 | $504K | Buy |
9,192
+1,352
| +17% | +$72.8K | 0.02% | 726 |
|
|
2020
Q4 | $415K | Sell |
7,840
-10,294
| -57% | -$457K | 0.02% | 601 |
|
|
2020
Q3 | $836K | Sell |
18,134
-1,911
| -10% | -$101K | 0.04% | 357 |
|
|
2020
Q2 | $1.09M | Sell |
20,045
-3,667
| -15% | -$182K | 0.07% | 266 |
|
|
2020
Q1 | $945K | Buy |
23,712
+478
| +2% | +$19.6K | 0.08% | 253 |
|
|
2019
Q4 | $992K | Sell |
23,234
-1,589
| -6% | -$60.5K | 0.08% | 246 |
|
|
2019
Q3 | $974K | Buy |
24,823
+5,749
| +30% | +$241K | 0.1% | 225 |
|
|
2019
Q2 | $785K | Sell |
19,074
-10,511
| -36% | -$404K | 0.09% | 245 |
|
|
2019
Q1 | $1.1M | Buy |
29,585
+6,478
| +28% | +$252K | 0.14% | 168 |
|
|
2018
Q4 | $784K | Buy |
23,107
+1,712
| +8% | +$54.3K | 0.11% | 197 |
|
|
2018
Q3 | $669K | Buy |
21,395
+1,200
| +6% | +$33.6K | 0.08% | 273 |
|
|
2018
Q2 | $536K | Buy |
+20,195
| New | +$513K | 0.07% | 307 |
|
Other funds holding CIEN
AM
