Geneos Wealth Management’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 |
-357
| Closed | -$37K | – | 2133 |
|
|
2022
Q3 | $37K | Sell |
357
-100
| -22% | -$10.4K | ﹤0.01% | 1129 |
|
|
2022
Q2 | $44K | Sell |
457
-1,006
| -69% | -$96.9K | ﹤0.01% | 1345 |
|
|
2022
Q1 | $147K | Buy |
1,463
+1,381
| +1,684% | +$139K | 0.01% | 937 |
|
|
2021
Q4 | $7K | Hold |
82
| – | – | ﹤0.01% | 2327 |
|
|
2021
Q3 | $8K | Hold |
82
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q2 | $9K | Sell |
82
-1,471
| -95% | -$161K | ﹤0.01% | 2260 |
|
|
2021
Q1 | $192K | Hold |
1,553
| – | – | 0.01% | 976 |
|
|
2020
Q4 | $11K | Buy |
1,553
+1,471
| +1,794% | +$10.4K | ﹤0.01% | 2201 |
|
|
2020
Q3 | $11K | Buy |
+82
| New | +$11K | ﹤0.01% | 1931 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$22K | – | 2641 |
|
|
2019
Q4 | $22K | Buy |
200
+73
| +57% | +$8.03K | ﹤0.01% | 1647 |
|
|
2019
Q3 | $12K | Hold |
127
| – | – | ﹤0.01% | 1831 |
|
|
2019
Q2 | $12K | Sell |
127
-1
| -0.8% | -$94 | ﹤0.01% | 1858 |
|
|
2019
Q1 | $12K | Hold |
128
| – | – | ﹤0.01% | 1793 |
|
|
2018
Q4 | $13K | Buy |
128
+83
| +184% | +$8.43K | ﹤0.01% | 1707 |
|
|
2018
Q3 | $5K | Buy |
45
+7
| +18% | +$778 | ﹤0.01% | 2086 |
|
|
2018
Q2 | $3K | Sell |
38
-7
| -16% | -$553 | ﹤0.01% | 2073 |
|
|
2018
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 1926 |
|
|
2017
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 1982 |
|
|
2017
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q2 | $3K | Sell |
45
-11
| -20% | -$733 | ﹤0.01% | 1884 |
|
|
2017
Q1 | $4K | Sell |
56
-21
| -27% | -$1.5K | ﹤0.01% | 1770 |
|
|
2016
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 1663 |
|
|
2016
Q3 | $5K | Buy |
77
+20
| +35% | +$1.3K | ﹤0.01% | 1603 |
|
|
2016
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 1650 |
|
|
2016
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1635 |
|