GW Henssler & Associates’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,862
| Closed | -$688K | – | 241 |
|
|
2020
Q1 | $688K | Sell |
4,862
-1,433
| -23% | -$203K | 0.07% | 84 |
|
|
2019
Q4 | $698K | Buy |
6,295
+795
| +14% | +$88.2K | 0.06% | 103 |
|
|
2019
Q3 | $531K | Hold |
5,500
| – | – | 0.05% | 105 |
|
|
2019
Q2 | $540K | Buy |
+5,500
| New | +$540K | 0.05% | 114 |
|
|
2018
Q2 | – | Sell |
-2,489
| Closed | -$231K | – | 136 |
|
|
2018
Q1 | $231K | Sell |
2,489
-201
| -7% | -$18.7K | 0.02% | 119 |
|
|
2017
Q4 | $237K | Buy |
+2,690
| New | +$237K | 0.02% | 128 |
|