KWM
Kingsview Wealth Management’s Ciena CIEN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-230
| Closed | -$9K | – | 576 |
|
2020
Q1 | $9K | Sell |
230
-5,465
| -96% | -$214K | ﹤0.01% | 459 |
|
2019
Q4 | $243K | Sell |
5,695
-418
| -7% | -$17.8K | 0.03% | 407 |
|
2019
Q3 | $240K | Buy |
6,113
+50
| +0.8% | +$1.96K | 0.04% | 373 |
|
2019
Q2 | $249K | Sell |
6,063
-15,788
| -72% | -$648K | 0.04% | 357 |
|
2019
Q1 | $816K | Buy |
21,851
+7,601
| +53% | +$284K | 0.12% | 199 |
|
2018
Q4 | $483K | Buy |
+14,250
| New | +$483K | 0.11% | 223 |
|