BWM
BerganKDV Wealth Management’s Ciena CIEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.9K | Buy |
+750
| New | +$31.9K | ﹤0.01% | 433 |
|
|
2021
Q1 | – | Sell |
-2,724
| Closed | -$144K | – | 937 |
|
|
2020
Q4 | $144K | Hold |
2,724
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $108K | Hold |
2,724
| – | – | 0.02% | 258 |
|
|
2020
Q2 | $148K | Sell |
2,724
-1,276
| -32% | -$69.3K | 0.03% | 241 |
|
|
2020
Q1 | $159K | Hold |
4,000
| – | – | 0.03% | 222 |
|
|
2019
Q4 | $171K | Hold |
4,000
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $157K | Hold |
4,000
| – | – | 0.03% | 220 |
|
|
2019
Q2 | $165K | Hold |
4,000
| – | – | 0.03% | 223 |
|
|
2019
Q1 | $149K | Buy |
+4,000
| New | +$149K | 0.03% | 231 |
|