CWM
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Circle Wealth Management’s Ciena CIEN Stock Holding History

Circle Wealth Management’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$892K Sell
10,970
-306
-3% -$24.9K 0.02% 121
2025
Q1 		$681K Hold
11,276
– – 0.02% 143
2024
Q4 		$956K Buy
+11,276
New +$956K 0.02% 118