Concord Wealth Partners’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
Q3 | – | Sell |
-417
| Closed | -$41K | – | 1274 |
|
|
2022
Q2 | $41K | Sell |
417
-16
| -4% | -$1.57K | 0.01% | 408 |
|
|
2022
Q1 | $44K | Buy |
433
+16
| +4% | +$1.63K | 0.01% | 465 |
|
|
2021
Q4 | $39K | Buy |
+417
| New | +$39K | 0.01% | 501 |
|
|
2021
Q3 | – | Sell |
-378
| Closed | -$44K | – | 1066 |
|
|
2021
Q2 | $44K | Hold |
378
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $53K | Buy |
+378
| New | +$53K | 0.02% | 329 |
|