Balasa Dinverno & Foltz’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,322
| Closed | -$390K | – | 346 |
|
|
2021
Q2 | $390K | Sell |
3,322
-2,379
| -42% | -$279K | 0.03% | 223 |
|
|
2021
Q1 | $800K | Sell |
5,701
-183
| -3% | -$25.7K | 0.06% | 133 |
|
|
2020
Q4 | $766K | Sell |
5,884
-1,558
| -21% | -$203K | 0.06% | 127 |
|
|
2020
Q3 | $1.03M | Sell |
7,442
-5,121
| -41% | -$705K | 0.1% | 93 |
|
|
2020
Q2 | $1.86M | Buy |
12,563
+5,054
| +67% | +$747K | 0.21% | 45 |
|
|
2020
Q1 | $1.06M | Buy |
7,509
+3,203
| +74% | +$453K | 0.13% | 76 |
|
|
2019
Q4 | $478K | Buy |
+4,306
| New | +$478K | 0.05% | 163 |
|