GoalVest Advisory’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-602
| Closed | -$37.1K | – | 389 |
|
|
2024
Q3 | $37.1K | Hold |
602
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $29K | Hold |
602
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $29.8K | Hold |
602
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $27.1K | Hold |
602
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $28.5K | Hold |
602
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $25.6K | Hold |
602
| – | – | 0.01% | 178 |
|
|
2023
Q1 | $31.6K | Hold |
602
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $30.7K | Hold |
602
| – | – | 0.02% | 135 |
|
|
2022
Q3 | $24K | Sell |
602
-656
| -52% | -$26.2K | 0.02% | 142 |
|
|
2022
Q2 | $57K | Sell |
1,258
-13,568
| -92% | -$615K | 0.04% | 158 |
|
|
2022
Q1 | $899K | Buy |
+14,826
| New | +$899K | 0.51% | 57 |
|
|
2021
Q2 | $1.28M | Buy |
22,405
+2,080
| +10% | +$118K | 0.79% | 37 |
|
|
2021
Q1 | $1.11M | Sell |
20,325
-21,086
| -51% | -$1.15M | 0.83% | 37 |
|
|
2020
Q4 | $2.19M | Buy |
+41,411
| New | +$2.19M | 1.84% | 14 |
|