Carson Wealth (CWM LLC)’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
2022 Q4	–	Sell	-2,107	Closed	-$219K	–	4419
2022 Q3	$219K	Sell	2,107 -124	-6%	-$12.7K	﹤0.01%	1013
2022 Q2	$217K	Sell	2,231 -574	-20%	-$57.1K	﹤0.01%	1019
2022 Q1	$283K	Sell	2,805 -243,906	-99%	-$24.6M	﹤0.01%	904
2021 Q4	$23.3M	Buy	+246,711	New	+$22.5M	0.16%	128
2021 Q2	$24M	Hold	205,048	–	–	0.19%	106
2021 Q1	$24M	Hold	205,048	–	–	0.19%	106
2020 Q4	$24M	Hold	205,048	–	–	0.19%	106
2020 Q3	$24M	Hold	205,048	–	–	0.19%	106
2020 Q2	$24M	Hold	205,048	–	–	0.19%	106
2020 Q1	$24M	Hold	205,048	–	–	0.19%	106
2019 Q4	$24M	Hold	205,048	–	–	0.19%	106
2019 Q3	$24M	Hold	205,048	–	–	0.19%	106
2019 Q2	$24M	Hold	205,048	–	–	0.19%	106
2019 Q1	$24M	Buy	205,048 +204,724	+63,186%	+$21.2M	0.19%	106
2018 Q4	$33K	Buy	324 +98	+43%	+$10.3K	﹤0.01%	992
2018 Q3	$25K	Hold	226	–	–	﹤0.01%	909
2018 Q2	$24K	Buy	226 +124	+122%	+$12.8K	﹤0.01%	805
2018 Q1	$9K	Sell	102 -139	-58%	-$12.8K	﹤0.01%	880
2017 Q4	$21K	Buy	241 +52	+28%	+$4.4K	﹤0.01%	695
2017 Q3	$15K	Hold	189	–	–	﹤0.01%	798
2017 Q2	$15K	Hold	189	–	–	﹤0.01%	705
2017 Q1	$16K	Sell	189 -48	-20%	-$3.74K	﹤0.01%	658
2016 Q4	$17K	Sell	237 -177	-43%	-$12.2K	﹤0.01%	622
2016 Q3	$28K	Buy	414 +405	+4,500%	+$27.6K	﹤0.01%	511
2016 Q2	$1K	Buy	+9	New	+$592	﹤0.01%	774
2014 Q1	–	Sell	-67	Closed	-$3K	–	528
2013 Q4	$3K	Sell	67 -26	-28%	-$1.24K	﹤0.01%	578
2013 Q3	$5K	Buy	+93	New	+$5.2K	﹤0.01%	385

Other funds holding CTXS