Clean Yield Group’s Citrix Systems Inc CTXS Stock Holding History

Clean Yield Group’s Portfolio CTXS Stock Details CTXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,095	Closed	-$218K	–	540
2022 Q3	$218K	Hold	2,095	–	–	0.1%	118
2022 Q2	$204K	Hold	2,095	–	–	0.08%	132
2022 Q1	$211K	Sell	2,095 -400	-16%	-$40.4K	0.08%	139
2021 Q4	$236K	Hold	2,495	–	–	0.08%	140
2021 Q3	$268K	Hold	2,495	–	–	0.09%	134
2021 Q2	$293K	Hold	2,495	–	–	0.11%	117
2021 Q1	$350K	Sell	2,495 -25	-1%	-$3.35K	0.14%	100
2020 Q4	$328K	Hold	2,520	–	–	0.14%	100
2020 Q3	$347K	Hold	2,520	–	–	0.17%	91
2020 Q2	$373K	Sell	2,520 -300	-11%	-$43.2K	0.2%	80
2020 Q1	$399K	Sell	2,820 -250	-8%	-$29.8K	0.22%	80
2019 Q4	$340K	Hold	3,070	–	–	0.13%	116
2019 Q3	$296K	Hold	3,070	–	–	0.12%	116
2019 Q2	$301K	Sell	3,070 -125	-4%	-$12.3K	0.12%	108
2019 Q1	$318K	Sell	3,195 -1,164	-27%	-$121K	0.13%	105
2018 Q4	$447K	Sell	4,359 -900	-17%	-$95.1K	0.19%	91
2018 Q3	$585K	Sell	5,259 -315	-6%	-$34.9K	0.23%	83
2018 Q2	$584K	Sell	5,574 -1,255	-18%	-$129K	0.24%	83
2018 Q1	$634K	Sell	6,829 -860	-11%	-$79.1K	0.27%	80
2017 Q4	$677K	Hold	7,689	–	–	0.27%	78
2017 Q3	$591K	Sell	7,689 -50	-0.6%	-$3.88K	0.24%	84
2017 Q2	$627K	Hold	7,739	–	–	0.26%	83
2017 Q1	$645K	Sell	7,739 -1,892	-20%	-$147K	0.27%	79
2016 Q4	$685K	Hold	9,631	–	–	0.31%	78
2016 Q3	$654K	Buy	9,631 +338	+4%	+$23K	0.28%	79
2016 Q2	$593K	Sell	9,293 -251	-3%	-$16.5K	0.25%	81
2016 Q1	$614K	Sell	9,544 -1,193	-11%	-$67.5K	0.27%	78
2015 Q4	$581K	Sell	10,737 -2,355	-18%	-$145K	0.29%	80
2015 Q3	$877K	Sell	13,092 -734	-5%	-$41.8K	0.41%	72
2015 Q2	$772K	Sell	13,826 -14,005	-50%	-$744K	0.35%	80
2015 Q1	$1.42M	Sell	27,831 -4,378	-14%	-$216K	0.61%	58
2014 Q4	$1.64M	Sell	32,209 -1,281	-4%	-$66.2K	0.73%	53
2014 Q3	$1.9M	Sell	33,490 -1,538	-4%	-$83.6K	0.91%	41
2014 Q2	$1.75M	Sell	35,028 -565	-2%	-$27.2K	0.86%	45
2014 Q1	$1.63M	Sell	35,593 -879	-2%	-$41.4K	0.84%	49
2013 Q4	$1.84M	Sell	36,472 -1,583	-4%	-$75.4K	0.98%	39
2013 Q3	$2.14M	Buy	38,055 +6,129	+19%	+$343K	1.16%	34
2013 Q2	$1.53M	Buy	+31,926	New	+$1.65M	0.88%	43

Other funds holding CTXS

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return