SkyOak Wealth’s Ciena CIEN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$602K	Hold	7,400	–	–	0.12%	109
2025 Q1	$447K	Sell	7,400 -1,687	-19%	-$102K	0.1%	127
2024 Q4	$771K	Buy	9,087 +1,500	+20%	+$127K	0.16%	87
2024 Q3	$467K	Sell	7,587 -1,062	-12%	-$65.4K	0.1%	120
2024 Q2	$417K	Sell	8,649 -5,323	-38%	-$256K	0.1%	132
2024 Q1	$691K	Sell	13,972 -811	-5%	-$40.1K	0.17%	96
2023 Q4	$665K	Sell	14,783 -4,999	-25%	-$225K	0.17%	100
2023 Q3	$935K	Sell	19,782 -4,011	-17%	-$190K	0.27%	74
2023 Q2	$1.01M	Sell	23,793 -2,475	-9%	-$105K	0.29%	74
2023 Q1	$1.38M	Sell	26,268 -1,011	-4%	-$53.1K	0.42%	57
2022 Q4	$1.39M	Sell	27,279 -2,537	-9%	-$129K	0.47%	55
2022 Q3	$1.21M	Sell	29,816 -1,062	-3%	-$42.9K	0.43%	59
2022 Q2	$1.41M	Sell	30,878 -4,537	-13%	-$207K	0.48%	55
2022 Q1	$2.15M	Sell	35,415 -4,575	-11%	-$277K	0.6%	46
2021 Q4	$3.08M	Sell	39,990 -425	-1%	-$32.7K	0.78%	36
2021 Q3	$2.08M	Sell	40,415 -262	-0.6%	-$13.5K	0.56%	48
2021 Q2	$2.31M	Sell	40,677 -750	-2%	-$42.7K	0.62%	47
2021 Q1	$2.16M	Sell	41,427 -389	-0.9%	-$20.3K	0.6%	45
2020 Q4	$2.21M	Sell	41,816 -812	-2%	-$42.9K	0.69%	46
2020 Q3	$1.69M	Sell	42,628 -2,105	-5%	-$83.6K	0.61%	48
2020 Q2	$2.42M	Sell	44,733 -1,498	-3%	-$81.1K	0.89%	28
2020 Q1	$1.84M	Sell	46,231 -50,334	-52%	-$2M	0.94%	27
2019 Q4	$4.12M	Buy	+96,565	New	+$4.12M	1.28%	15