Valeo Financial Advisors’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-327
| Closed | -$18K | – | 678 |
|
|
2021
Q1 | $18K | Sell |
327
-71
| -18% | -$3.91K | ﹤0.01% | 1126 |
|
|
2020
Q4 | $21K | Buy |
398
+71
| +22% | +$3.75K | ﹤0.01% | 990 |
|
|
2020
Q3 | $13K | Sell |
327
-1,227
| -79% | -$48.8K | ﹤0.01% | 981 |
|
|
2020
Q2 | $84K | Hold |
1,554
| – | – | 0.01% | 536 |
|
|
2020
Q1 | $72K | Buy |
1,554
+69
| +5% | +$3.2K | 0.01% | 486 |
|
|
2019
Q4 | $63K | Sell |
1,485
-17
| -1% | -$721 | 0.01% | 559 |
|
|
2019
Q3 | $59K | Sell |
1,502
-128
| -8% | -$5.03K | 0.01% | 544 |
|
|
2019
Q2 | $67K | Sell |
1,630
-138
| -8% | -$5.67K | 0.01% | 523 |
|
|
2019
Q1 | $66K | Buy |
1,768
+783
| +79% | +$29.2K | 0.01% | 500 |
|
|
2018
Q4 | $33K | Hold |
985
| – | – | ﹤0.01% | 587 |
|
|
2018
Q3 | $31K | Hold |
985
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $26K | Hold |
985
| – | – | ﹤0.01% | 680 |
|
|
2018
Q1 | $26K | Buy |
+985
| New | +$26K | ﹤0.01% | 640 |
|