Mount Yale Investment Advisors’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 |
-12,861
| Closed | -$608K | – | 504 |
|
|
2023
Q3 | $608K | Buy |
12,861
+4
| +0% | +$189 | 0.07% | 270 |
|
|
2023
Q2 | $546K | Sell |
12,857
-1,545
| -11% | -$65.6K | 0.06% | 293 |
|
|
2023
Q1 | $756K | Sell |
14,402
-957
| -6% | -$50.3K | 0.08% | 240 |
|
|
2022
Q4 | $783K | Sell |
15,359
-61
| -0.4% | -$3.11K | 0.09% | 226 |
|
|
2022
Q3 | $623K | Buy |
15,420
+132
| +0.9% | +$5.33K | 0.08% | 239 |
|
|
2022
Q2 | $699K | Sell |
15,288
-268
| -2% | -$12.3K | 0.09% | 230 |
|
|
2022
Q1 | $943K | Sell |
15,556
-379
| -2% | -$23K | 0.1% | 204 |
|
|
2021
Q4 | $1.23M | Buy |
15,935
+122
| +0.8% | +$9.39K | 0.13% | 177 |
|
|
2021
Q3 | $812K | Sell |
15,813
-109
| -0.7% | -$5.6K | 0.09% | 220 |
|
|
2021
Q2 | $906K | Buy |
15,922
+63
| +0.4% | +$3.59K | 0.11% | 193 |
|
|
2021
Q1 | $868K | Buy |
15,859
+1,375
| +9% | +$75.3K | 0.11% | 188 |
|
|
2020
Q4 | $765K | Sell |
14,484
-89
| -0.6% | -$4.7K | 0.11% | 203 |
|
|
2020
Q3 | $578K | Sell |
14,573
-56
| -0.4% | -$2.22K | 0.08% | 226 |
|
|
2020
Q2 | $792K | Buy |
14,629
+1,075
| +8% | +$58.2K | 0.14% | 155 |
|
|
2020
Q1 | $540K | Buy |
13,554
+1,371
| +11% | +$54.6K | 0.12% | 158 |
|
|
2019
Q4 | $495K | Buy |
+12,183
| New | +$495K | 0.09% | 199 |
|