AE Wealth Management’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-43,397
| Closed | -$4.51M | – | 1944 |
|
|
2022
Q3 | $4.51M | Buy |
43,397
+37,278
| +609% | +$3.87M | 0.04% | 451 |
|
|
2022
Q2 | $595K | Buy |
6,119
+392
| +7% | +$38.1K | ﹤0.01% | 1106 |
|
|
2022
Q1 | $578K | Buy |
5,727
+670
| +13% | +$67.6K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $478K | Buy |
5,057
+1,045
| +26% | +$98.8K | ﹤0.01% | 1265 |
|
|
2021
Q3 | $431K | Sell |
4,012
-4,340
| -52% | -$466K | ﹤0.01% | 1219 |
|
|
2021
Q2 | $979K | Buy |
8,352
+5,751
| +221% | +$674K | 0.01% | 852 |
|
|
2021
Q1 | $365K | Buy |
2,601
+275
| +12% | +$38.6K | ﹤0.01% | 1180 |
|
|
2020
Q4 | $303K | Sell |
2,326
-261
| -10% | -$34K | ﹤0.01% | 1143 |
|
|
2020
Q3 | $356K | Buy |
2,587
+501
| +24% | +$68.9K | 0.01% | 978 |
|
|
2020
Q2 | $309K | Buy |
+2,086
| New | +$309K | ﹤0.01% | 1006 |
|