Bartlett & Co 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 |
-600
| Closed | -$62.3K | – | 1214 |
|
|
2022
Q3 | $62.3K | Hold |
600
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $58.3K | Hold |
600
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $60.5K | Buy |
+600
| New | +$60.5K | ﹤0.01% | 558 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$64.4K | – | 940 |
|
|
2021
Q3 | $64.4K | Hold |
600
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $70.4K | Hold |
600
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $84.2K | Hold |
600
| – | – | ﹤0.01% | 452 |
|
|
2020
Q4 | $78.1K | Hold |
600
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $82.6K | Buy |
600
+100
| +20% | +$13.8K | ﹤0.01% | 408 |
|
|
2020
Q2 | $74K | Hold |
500
| – | – | ﹤0.01% | 429 |
|
|
2020
Q1 | $70.8K | Hold |
500
| – | – | ﹤0.01% | 407 |
|
|
2019
Q4 | $55.5K | Hold |
500
| – | – | ﹤0.01% | 512 |
|
|
2019
Q3 | $48.3K | Sell |
500
-34
| -6% | -$3.28K | ﹤0.01% | 540 |
|
|
2019
Q2 | $52.4K | Buy |
534
+34
| +7% | +$3.34K | ﹤0.01% | 425 |
|
|
2019
Q1 | $49.8K | Hold |
500
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $51.2K | Hold |
500
| – | – | ﹤0.01% | 412 |
|
|
2018
Q3 | $55.6K | Hold |
500
| – | – | ﹤0.01% | 422 |
|
|
2018
Q2 | $52.4K | Sell |
500
-31
| -6% | -$3.25K | ﹤0.01% | 420 |
|
|
2018
Q1 | $49.3K | Buy |
+531
| New | +$49.3K | ﹤0.01% | 426 |
|