Carson Wealth (CWM LLC)’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 |
-2,107
| Closed | -$219K | – | 4401 |
|
|
2022
Q3 | $219K | Sell |
2,107
-124
| -6% | -$12.9K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $217K | Sell |
2,231
-574
| -20% | -$55.8K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $283K | Sell |
2,805
-243,906
| -99% | -$24.6M | ﹤0.01% | 902 |
|
|
2021
Q4 | $23.3M | Buy |
+246,711
| New | +$23.3M | 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% | +$24M | 0.19% | 106 |
|
|
2018
Q4 | $33K | Buy |
324
+98
| +43% | +$9.98K | ﹤0.01% | 989 |
|
|
2018
Q3 | $25K | Hold |
226
| – | – | ﹤0.01% | 907 |
|
|
2018
Q2 | $24K | Buy |
226
+124
| +122% | +$13.2K | ﹤0.01% | 802 |
|
|
2018
Q1 | $9K | Sell |
102
-139
| -58% | -$12.3K | ﹤0.01% | 879 |
|
|
2017
Q4 | $21K | Buy |
241
+52
| +28% | +$4.53K | ﹤0.01% | 694 |
|
|
2017
Q3 | $15K | Hold |
189
| – | – | ﹤0.01% | 797 |
|
|
2017
Q2 | $15K | Hold |
189
| – | – | ﹤0.01% | 704 |
|
|
2017
Q1 | $16K | Sell |
189
-48
| -20% | -$4.06K | ﹤0.01% | 657 |
|
|
2016
Q4 | $17K | Sell |
237
-177
| -43% | -$12.7K | ﹤0.01% | 621 |
|
|
2016
Q3 | $28K | Buy |
414
+405
| +4,500% | +$27.4K | ﹤0.01% | 510 |
|
|
2016
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 769 |
|
|
2014
Q1 | – | Sell |
-67
| Closed | -$3K | – | 479 |
|
|
2013
Q4 | $3K | Sell |
67
-26
| -28% | -$1.16K | ﹤0.01% | 529 |
|
|
2013
Q3 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 385 |
|