Glassman Wealth Services’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 |
-444
| Closed | -$46K | – | 2082 |
|
|
2022
Q3 | $46K | Buy |
444
+13
| +3% | +$1.35K | 0.01% | 412 |
|
|
2022
Q2 | $42K | Sell |
431
-57
| -12% | -$5.56K | 0.01% | 435 |
|
|
2022
Q1 | $49K | Buy |
488
+412
| +542% | +$41.4K | 0.01% | 405 |
|
|
2021
Q4 | $7K | Sell |
76
-269
| -78% | -$24.8K | ﹤0.01% | 914 |
|
|
2021
Q3 | $37K | Buy |
345
+11
| +3% | +$1.18K | 0.01% | 428 |
|
|
2021
Q2 | $39K | Sell |
334
-18
| -5% | -$2.1K | 0.01% | 401 |
|
|
2021
Q1 | $49K | Buy |
352
+12
| +4% | +$1.67K | 0.01% | 331 |
|
|
2020
Q4 | $44K | Buy |
340
+60
| +21% | +$7.77K | 0.01% | 360 |
|
|
2020
Q3 | $39K | Buy |
280
+22
| +9% | +$3.06K | 0.01% | 340 |
|
|
2020
Q2 | $38K | Buy |
258
+15
| +6% | +$2.21K | 0.01% | 288 |
|
|
2020
Q1 | $34K | Sell |
243
-103
| -30% | -$14.4K | 0.01% | 278 |
|
|
2019
Q4 | $38K | Buy |
346
+9
| +3% | +$988 | 0.01% | 293 |
|
|
2019
Q3 | $33K | Buy |
337
+3
| +0.9% | +$294 | 0.01% | 300 |
|
|
2019
Q2 | $33K | Hold |
334
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $33K | Buy |
334
+106
| +46% | +$10.5K | 0.01% | 293 |
|
|
2018
Q4 | $23K | Hold |
228
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $25K | Hold |
228
| – | – | 0.01% | 301 |
|
|
2018
Q2 | $24K | Hold |
228
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $21K | Sell |
228
-25
| -10% | -$2.3K | 0.01% | 280 |
|
|
2017
Q4 | $22K | Buy |
253
+250
| +8,333% | +$21.7K | 0.01% | 241 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 641 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 687 |
|
|
2017
Q1 | $0 | Sell |
3
-85
| -97% | – | ﹤0.01% | 721 |
|
|
2016
Q4 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 421 |
|
|
2015
Q1 | – | Sell |
-188
| Closed | -$10K | – | 464 |
|
|
2014
Q4 | $10K | Buy |
+188
| New | +$10K | 0.01% | 373 |
|