Integrated Wealth Concepts’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
6,385
+3,030
| +90% | +$246K | 0.01% | 1250 |
|
|
2025
Q1 | $203K | Buy |
3,355
+123
| +4% | +$7.43K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $274K | Buy |
+3,232
| New | +$274K | ﹤0.01% | 1423 |
|
|
2023
Q2 | – | Sell |
-4,079
| Closed | -$214K | – | 1568 |
|
|
2023
Q1 | $214K | Buy |
+4,079
| New | +$214K | ﹤0.01% | 1199 |
|
|
2022
Q1 | – | Sell |
-5,517
| Closed | -$425K | – | 949 |
|
|
2021
Q4 | $425K | Sell |
5,517
-1,202
| -18% | -$92.6K | 0.01% | 649 |
|
|
2021
Q3 | $345K | Sell |
6,719
-346
| -5% | -$17.8K | 0.01% | 684 |
|
|
2021
Q2 | $402K | Buy |
7,065
+1,335
| +23% | +$76K | 0.01% | 580 |
|
|
2021
Q1 | $314K | Buy |
+5,730
| New | +$314K | 0.01% | 578 |
|