BerganKDV 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 | – | Hold |
0
| – | – | – | 1134 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1100 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1096 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1132 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q3 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1024 |
|
|
2021
Q2 | $1K | Sell |
5
-3
| -38% | -$600 | ﹤0.01% | 970 |
|
|
2021
Q1 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 918 |
|
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 816 |
|
|
2020
Q3 | $2K | Buy |
12
+6
| +100% | +$1K | ﹤0.01% | 742 |
|
|
2020
Q2 | $1K | Sell |
6
-21
| -78% | -$3.5K | ﹤0.01% | 932 |
|
|
2020
Q1 | $4K | Buy |
27
+6
| +29% | +$889 | ﹤0.01% | 641 |
|
|
2019
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 810 |
|