Whalen Wealth Management’s Ciena CIEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,414
Closed -$703K 148
2024
Q3
$703K Buy
11,414
+6,960
+156% +$429K 0.5% 52
2024
Q2
$215K Sell
4,454
-3,552
-44% -$171K 0.17% 99
2024
Q1
$396K Buy
+8,006
New +$396K 0.29% 63