Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $804K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $849K | Sell |
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|
2019
Q3 | $804K | Buy |
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|
2019
Q2 | $811K | Buy |
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|
2019
Q1 | $816K | Buy |
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|
2018
Q4 | $834K | Sell |
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|
2018
Q3 | $938K | Sell |
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|
2018
Q2 | $910K | Hold |
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|
2018
Q1 | $806K | Buy |
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|
2017
Q4 | $759K | Sell |
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|
2017
Q3 | $672K | Hold |
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|
2017
Q2 | $696K | Buy |
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|
2017
Q1 | $714K | Sell |
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|
2016
Q4 | $936K | Sell |
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|
2016
Q3 | $901K | Sell |
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|
2016
Q2 | $870K | Sell |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $724K | Buy |
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