EWM
Empirical Wealth Management’s Ciena CIEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,661
| Closed | -$241K | – | 468 |
|
|
2023
Q2 | $241K | Sell |
5,661
-73,776
| -93% | -$3.13M | 0.01% | 406 |
|
|
2023
Q1 | $4.17M | Buy |
79,437
+7,040
| +10% | +$370K | 0.18% | 96 |
|
|
2022
Q4 | $3.69M | Buy |
72,397
+6,590
| +10% | +$336K | 0.17% | 94 |
|
|
2022
Q3 | $2.66M | Buy |
65,807
+16,446
| +33% | +$665K | 0.14% | 109 |
|
|
2022
Q2 | $2.26M | Buy |
49,361
+45,113
| +1,062% | +$2.06M | 0.12% | 117 |
|
|
2022
Q1 | $257K | Sell |
4,248
-20
| -0.5% | -$1.21K | 0.01% | 429 |
|
|
2021
Q4 | $329K | Hold |
4,268
| – | – | 0.02% | 405 |
|
|
2021
Q3 | $219K | Sell |
4,268
-350
| -8% | -$18K | 0.01% | 421 |
|
|
2021
Q2 | $263K | Buy |
+4,618
| New | +$263K | 0.02% | 392 |
|