Baldwin Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28	Closed	-$4K	–	563
2020 Q1	$4K	Hold	28	–	–	﹤0.01%	489
2019 Q4	$3K	Sell	28 -16	-36%	-$1.72K	﹤0.01%	510
2019 Q3	$4K	Sell	44 -3,315	-99%	-$317K	﹤0.01%	486
2019 Q2	$330K	Sell	3,359 -777	-19%	-$76.2K	0.05%	161
2019 Q1	$412K	Sell	4,136 -3,425	-45%	-$355K	0.06%	144
2018 Q4	$775K	Hold	7,561	–	–	0.13%	90
2018 Q3	$840K	Sell	7,561 -2,520	-25%	-$279K	0.12%	101
2018 Q2	$1.06M	Hold	10,081	–	–	0.16%	85
2018 Q1	$936K	Hold	10,081	–	–	0.15%	89
2017 Q4	$887K	Buy	10,081 +351	+4%	+$29.7K	0.14%	98
2017 Q3	$747K	Hold	9,730	–	–	0.12%	105
2017 Q2	$774K	Hold	9,730	–	–	0.12%	100
2017 Q1	$811K	Sell	9,730 -3,114	-24%	-$243K	0.13%	100
2016 Q4	$913K	Buy	12,844 +4,973	+63%	+$344K	0.16%	82
2016 Q3	$534K	Sell	7,871 -171	-2%	-$11.6K	0.1%	122
2016 Q2	$513K	Sell	8,042 -1,888	-19%	-$124K	0.11%	112
2016 Q1	$621K	Sell	9,930 -2,644	-21%	-$150K	0.11%	130
2015 Q4	$757K	Buy	+12,574	New	+$772K	0.12%	136