Congress 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 |
-220,323
| Closed | -$10.4M | – | 614 |
|
|
2023
Q3 | $10.4M | Buy |
220,323
+1,189
| +0.5% | +$56.2K | 0.22% | 137 |
|
|
2023
Q2 | $9.31M | Sell |
219,134
-182,981
| -46% | -$7.77M | 0.22% | 139 |
|
|
2023
Q1 | $21.1M | Buy |
402,115
+32,704
| +9% | +$1.72M | 0.51% | 40 |
|
|
2022
Q4 | $18.8M | Sell |
369,411
-11,108
| -3% | -$566K | 0.48% | 46 |
|
|
2022
Q3 | $15.4M | Buy |
380,519
+6,061
| +2% | +$245K | 0.41% | 53 |
|
|
2022
Q2 | $17.1M | Buy |
374,458
+8,023
| +2% | +$367K | 0.44% | 52 |
|
|
2022
Q1 | $22.2M | Buy |
366,435
+9,957
| +3% | +$604K | 0.49% | 45 |
|
|
2021
Q4 | $27.4M | Buy |
+356,478
| New | +$27.4M | 0.55% | 43 |
|