Baker Tilly Wealth Management’s Ciena CIEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,250
Closed -$343K 470
2023
Q3
$343K Sell
7,250
-1,002
-12% -$47.4K 0.06% 341
2023
Q2
$351K Buy
8,252
+248
+3% +$10.5K 0.04% 429
2023
Q1
$420K Sell
8,004
-78
-1% -$4.1K 0.05% 378
2022
Q4
$412K Sell
8,082
-73
-0.9% -$3.72K 0.05% 373
2022
Q3
$330K Sell
8,155
-122
-1% -$4.94K 0.05% 394
2022
Q2
$378K Sell
8,277
-287
-3% -$13.1K 0.05% 372
2022
Q1
$519K Sell
8,564
-1,470
-15% -$89.1K 0.06% 337
2021
Q4
$772K Buy
10,034
+2,313
+30% +$178K 0.08% 267
2021
Q3
$396K Buy
7,721
+1,399
+22% +$71.8K 0.05% 367
2021
Q2
$360K Buy
6,322
+1,334
+27% +$76K 0.06% 356
2021
Q1
$273K Buy
4,988
+1,092
+28% +$59.8K 0.06% 381
2020
Q4
$206K Buy
+3,896
New +$206K 0.06% 320