FVWA
CTXS
Foster Victor Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-55,517
| Closed | -$5.38M | – | 155 |
|
|
2021
Q4 | $5.38M | Buy |
55,517
+20,251
| +57% | +$1.96M | 0.73% | 54 |
|
|
2021
Q3 | $3.79M | Buy |
35,266
+6,468
| +22% | +$695K | 0.61% | 58 |
|
|
2021
Q2 | $3.38M | Buy |
28,798
+11,666
| +68% | +$1.37M | 0.56% | 59 |
|
|
2021
Q1 | $2.38M | Buy |
17,132
+7,868
| +85% | +$1.09M | 0.44% | 67 |
|
|
2020
Q4 | $1.21M | Buy |
9,264
+3,959
| +75% | +$515K | 0.27% | 78 |
|
|
2020
Q3 | $731K | Buy |
+5,305
| New | +$731K | 0.2% | 82 |
|