First Trust Direct Indexing’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
-6,241
Closed -$648K 716
2022
Q3
$648K Sell
6,241
-95
-1% -$9.86K 0.09% 283
2022
Q2
$616K Sell
6,336
-1,058
-14% -$103K 0.09% 298
2022
Q1
$746K Buy
7,394
+1,252
+20% +$126K 0.09% 280
2021
Q4
$581K Buy
6,142
+2,825
+85% +$267K 0.08% 317
2021
Q3
$356K Buy
+3,317
New +$356K 0.05% 428
2021
Q1
Sell
-563
Closed -$73K 1070
2020
Q4
$73K Buy
+563
New +$73K 0.02% 624