YorkBridge Wealth Partners’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $310K | Sell |
6,073
-236
| -4% | -$12K | 0.08% | 183 |
|
2022
Q3 | $255K | Buy |
6,309
+437
| +7% | +$17.7K | 0.07% | 228 |
|
2022
Q2 | $268K | Buy |
5,872
+90
| +2% | +$4.11K | 0.07% | 215 |
|
2022
Q1 | $351K | Sell |
5,782
-901
| -13% | -$54.7K | 0.08% | 202 |
|
2021
Q4 | $514K | Sell |
6,683
-360
| -5% | -$27.7K | 0.12% | 134 |
|
2021
Q3 | $362K | Buy |
7,043
+383
| +6% | +$19.7K | 0.09% | 188 |
|
2021
Q2 | $379K | Buy |
6,660
+64
| +1% | +$3.64K | 0.1% | 158 |
|
2021
Q1 | $361K | Buy |
6,596
+2,078
| +46% | +$114K | 0.11% | 158 |
|
2020
Q4 | $239K | Buy |
+4,518
| New | +$239K | 0.08% | 175 |
|
2017
Q4 | – | Sell |
-746
| Closed | -$16K | – | 871 |
|
2017
Q3 | $16K | Hold |
746
| – | – | 0.01% | 570 |
|
2017
Q2 | $19K | Hold |
746
| – | – | 0.01% | 519 |
|
2017
Q1 | $17K | Buy |
746
+309
| +71% | +$7.04K | 0.01% | 539 |
|
2016
Q4 | $10K | Buy |
+437
| New | +$10K | 0.01% | 581 |
|