Icon Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,301
| Closed | -$247K | – | 350 |
|
|
2021
Q3 | $247K | Sell |
2,301
-1,393
| -38% | -$150K | 0.03% | 311 |
|
|
2021
Q2 | $433K | Buy |
3,694
+412
| +13% | +$48.3K | 0.05% | 239 |
|
|
2021
Q1 | $461K | Buy |
3,282
+367
| +13% | +$51.6K | 0.06% | 220 |
|
|
2020
Q4 | $379K | Buy |
2,915
+394
| +16% | +$51.2K | 0.06% | 204 |
|
|
2020
Q3 | $347K | Buy |
2,521
+684
| +37% | +$94.1K | 0.07% | 180 |
|
|
2020
Q2 | $272K | Sell |
1,837
-106
| -5% | -$15.7K | 0.07% | 202 |
|
|
2020
Q1 | $275K | Buy |
1,943
+101
| +5% | +$14.3K | 0.11% | 110 |
|
|
2019
Q4 | $204K | Buy |
+1,842
| New | +$204K | 0.06% | 165 |
|
|
2019
Q2 | – | Sell |
-1,670
| Closed | -$166K | – | 836 |
|
|
2019
Q1 | $166K | Sell |
1,670
-100
| -6% | -$9.94K | 0.06% | 168 |
|
|
2018
Q4 | $181K | Sell |
1,770
-38
| -2% | -$3.89K | 0.09% | 148 |
|
|
2018
Q3 | $201K | Sell |
1,808
-22
| -1% | -$2.45K | 0.08% | 174 |
|
|
2018
Q2 | $192K | Sell |
1,830
-89
| -5% | -$9.34K | 0.08% | 161 |
|
|
2018
Q1 | $178K | Sell |
1,919
-30
| -2% | -$2.78K | 0.1% | 174 |
|
|
2017
Q4 | $172K | Buy |
+1,949
| New | +$172K | 0.09% | 193 |
|