BTWM
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Baker Tilly Wealth Management’s Ciena CIEN Stock Holding History

Baker Tilly Wealth Management’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,250
Closed -$343K – 470
2023
Q3 		$343K Sell
7,250
-1,002
-12% -$44.2K 0.06% 341
2023
Q2 		$351K Buy
8,252
+248
+3% +$11.3K 0.04% 429
2023
Q1 		$420K Sell
8,004
-78
-1% -$3.89K 0.05% 378
2022
Q4 		$412K Sell
8,082
-73
-0.9% -$3.3K 0.05% 374
2022
Q3 		$330K Sell
8,155
-122
-1% -$5.86K 0.05% 395
2022
Q2 		$378K Sell
8,277
-287
-3% -$14.9K 0.05% 372
2022
Q1 		$519K Sell
8,564
-1,470
-15% -$96.2K 0.06% 337
2021
Q4 		$772K Buy
10,034
+2,313
+30% +$143K 0.08% 267
2021
Q3 		$396K Buy
7,721
+1,399
+22% +$77.7K 0.05% 367
2021
Q2 		$360K Buy
6,322
+1,334
+27% +$73.5K 0.06% 356
2021
Q1 		$273K Buy
4,988
+1,092
+28% +$58.8K 0.06% 381
2020
Q4 		$206K Buy
+3,896
New +$173K 0.06% 320

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