B. Riley Wealth Advisors’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 |
-3,037
| Closed | -$316K | – | 1635 |
|
|
2022
Q3 | $316K | Buy |
3,037
+221
| +8% | +$23K | 0.01% | 974 |
|
|
2022
Q2 | $274K | Sell |
2,816
-468
| -14% | -$45.5K | 0.01% | 918 |
|
|
2022
Q1 | $332K | Buy |
3,284
+102
| +3% | +$10.3K | 0.01% | 963 |
|
|
2021
Q4 | $301K | Sell |
3,182
-2,693
| -46% | -$255K | 0.01% | 1075 |
|
|
2021
Q3 | $646K | Sell |
5,875
-2,896
| -33% | -$318K | 0.02% | 674 |
|
|
2021
Q2 | $1.1M | Sell |
8,771
-7,140
| -45% | -$893K | 0.04% | 486 |
|
|
2021
Q1 | $2.21M | Buy |
15,911
+3,430
| +27% | +$476K | 0.08% | 290 |
|
|
2020
Q4 | $1.63M | Buy |
12,481
+2,016
| +19% | +$262K | 0.09% | 231 |
|
|
2020
Q3 | $1.45M | Buy |
10,465
+6,066
| +138% | +$838K | 0.08% | 252 |
|
|
2020
Q2 | $651K | Buy |
4,399
+41
| +0.9% | +$6.07K | 0.04% | 372 |
|
|
2020
Q1 | $617K | Buy |
4,358
+421
| +11% | +$59.6K | 0.05% | 337 |
|
|
2019
Q4 | $437K | Buy |
3,937
+1,000
| +34% | +$111K | 0.04% | 479 |
|
|
2019
Q3 | $284K | Buy |
2,937
+623
| +27% | +$60.2K | 0.03% | 604 |
|
|
2019
Q2 | $228K | Buy |
+2,314
| New | +$228K | 0.03% | 671 |
|
|
2015
Q1 | – | Sell |
-686
| Closed | -$35 | – | 2150 |
|
|
2014
Q4 | $35 | Buy |
+686
| New | +$35 | ﹤0.01% | 2276 |
|
|
2014
Q3 | – | Sell |
-57
| Closed | -$2.8K | – | 2030 |
|
|
2014
Q2 | $2.8K | Buy |
+57
| New | +$2.8K | ﹤0.01% | 2175 |
|