Carson Wealth (CWM LLC)’s Ciena CIEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
25,949
+3,491
+16% +$284K 0.01% 929
2025
Q1
$1.36M Sell
22,458
-60
-0.3% -$3.63K 0.01% 1000
2024
Q4
$1.91M Sell
22,518
-981
-4% -$83.2K 0.01% 801
2024
Q3
$1.45M Buy
23,499
+12,938
+123% +$797K 0.01% 840
2024
Q2
$509K Buy
10,561
+9,239
+699% +$445K ﹤0.01% 1189
2024
Q1
$65K Sell
1,322
-97
-7% -$4.77K ﹤0.01% 2128
2023
Q4
$64K Buy
1,419
+41
+3% +$1.85K ﹤0.01% 2022
2023
Q3
$65K Sell
1,378
-229
-14% -$10.8K ﹤0.01% 1907
2023
Q2
$68K Sell
1,607
-91
-5% -$3.85K ﹤0.01% 1787
2023
Q1
$89K Sell
1,698
-553
-25% -$29K ﹤0.01% 1549
2022
Q4
$115K Sell
2,251
-893
-28% -$45.6K ﹤0.01% 1315
2022
Q3
$127K Buy
3,144
+849
+37% +$34.3K ﹤0.01% 1235
2022
Q2
$105K Sell
2,295
-40
-2% -$1.83K ﹤0.01% 1297
2022
Q1
$142K Buy
2,335
+136
+6% +$8.27K ﹤0.01% 1186
2021
Q4
$169K Buy
+2,199
New +$169K ﹤0.01% 1092
2021
Q2
$121K Hold
2,124
﹤0.01% 1066
2021
Q1
$121K Hold
2,124
﹤0.01% 1066
2020
Q4
$121K Hold
2,124
﹤0.01% 1066
2020
Q3
$121K Hold
2,124
﹤0.01% 1066
2020
Q2
$121K Hold
2,124
﹤0.01% 1066
2020
Q1
$121K Hold
2,124
﹤0.01% 1066
2019
Q4
$121K Hold
2,124
﹤0.01% 1066
2019
Q3
$121K Hold
2,124
﹤0.01% 1066
2019
Q2
$121K Hold
2,124
﹤0.01% 1066
2019
Q1
$121K Sell
2,124
-114,609
-98% -$6.53M ﹤0.01% 1066
2018
Q4
$3.96M Buy
116,733
+13,864
+13% +$470K 0.1% 178
2018
Q3
$3.21M Buy
102,869
+29,388
+40% +$918K 0.08% 218
2018
Q2
$1.95M Buy
73,481
+5,052
+7% +$134K 0.06% 217
2018
Q1
$1.77M Buy
68,429
+15
+0% +$388 0.07% 183
2017
Q4
$1.43M Sell
68,414
-3,506
-5% -$73.4K 0.06% 203
2017
Q3
$1.58M Buy
71,920
+71,751
+42,456% +$1.58M 0.07% 174
2017
Q2
$4K Sell
169
-3
-2% -$71 ﹤0.01% 905
2017
Q1
$4K Buy
+172
New +$4K ﹤0.01% 891
2016
Q3
Sell
-128
Closed -$2K 992
2016
Q2
$2K Hold
128
﹤0.01% 706
2016
Q1
$2K Hold
128
﹤0.01% 675
2015
Q4
$3K Hold
128
﹤0.01% 565
2015
Q3
$3K Buy
+128
New +$3K ﹤0.01% 541
2014
Q1
Sell
-128
Closed -$3K 199
2013
Q4
$3K Hold
128
﹤0.01% 516
2013
Q3
$3K Buy
+128
New +$3K ﹤0.01% 413