WR Wealth Planners’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 |
-8,272
| Closed | -$391K | – | 296 |
|
|
2023
Q3 | $391K | Buy |
8,272
+384
| +5% | +$18.1K | 0.15% | 111 |
|
|
2023
Q2 | $335K | Buy |
7,888
+311
| +4% | +$13.2K | 0.13% | 123 |
|
|
2023
Q1 | $398K | Buy |
7,577
+1,768
| +30% | +$92.9K | 0.17% | 98 |
|
|
2022
Q4 | $296K | Sell |
5,809
-2,379
| -29% | -$121K | 0.18% | 86 |
|
|
2022
Q3 | $331K | Buy |
8,188
+587
| +8% | +$23.7K | 0.23% | 72 |
|
|
2022
Q2 | $347K | Buy |
7,601
+1,918
| +34% | +$87.7K | 0.23% | 70 |
|
|
2022
Q1 | $345K | Buy |
+5,683
| New | +$345K | 0.21% | 84 |
|