J.P. Morgan Private Wealth Advisors’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 |
-10,964
| Closed | -$1.13M | – | 2035 |
|
|
2022
Q3 | $1.13M | Sell |
10,964
-43
| -0.4% | -$4.45K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $1.07M | Sell |
11,007
-3,987
| -27% | -$388K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $1.51M | Sell |
14,994
-1,202
| -7% | -$121K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $1.53M | Sell |
16,196
-992
| -6% | -$93.8K | ﹤0.01% | 1032 |
|
|
2021
Q3 | $1.85M | Buy |
17,188
+181
| +1% | +$19.4K | ﹤0.01% | 931 |
|
|
2021
Q2 | $1.99M | Sell |
17,007
-1,253
| -7% | -$147K | 0.01% | 883 |
|
|
2021
Q1 | $2.56M | Buy |
18,260
+1,228
| +7% | +$172K | 0.01% | 683 |
|
|
2020
Q4 | $2.22M | Buy |
17,032
+1,284
| +8% | +$167K | 0.01% | 691 |
|
|
2020
Q3 | $2.17M | Sell |
15,748
-84
| -0.5% | -$11.6K | 0.01% | 629 |
|
|
2020
Q2 | $2.34M | Sell |
15,832
-29,689
| -65% | -$4.39M | 0.01% | 541 |
|
|
2020
Q1 | $6.44M | Sell |
45,521
-5,102
| -10% | -$722K | 0.04% | 320 |
|
|
2019
Q4 | $5.61M | Sell |
50,623
-1,764
| -3% | -$196K | 0.03% | 400 |
|
|
2019
Q3 | $5.06M | Buy |
52,387
+18,566
| +55% | +$1.79M | 0.03% | 401 |
|
|
2019
Q2 | $3.32M | Sell |
33,821
-971
| -3% | -$95.3K | 0.02% | 483 |
|
|
2019
Q1 | $3.47M | Buy |
34,792
+3,604
| +12% | +$359K | 0.02% | 490 |
|
|
2018
Q4 | $3.2M | Buy |
31,188
+7,235
| +30% | +$741K | 0.02% | 461 |
|
|
2018
Q3 | $2.66M | Buy |
23,953
+2,665
| +13% | +$296K | 0.01% | 566 |
|
|
2018
Q2 | $2.23M | Buy |
21,288
+3,749
| +21% | +$393K | 0.01% | 585 |
|
|
2018
Q1 | $1.63M | Buy |
17,539
+2,426
| +16% | +$225K | 0.01% | 525 |
|
|
2017
Q4 | $1.33M | Sell |
15,113
-1,132
| -7% | -$99.6K | 0.01% | 590 |
|
|
2017
Q3 | $1.25M | Buy |
16,245
+726
| +5% | +$55.8K | 0.01% | 578 |
|
|
2017
Q2 | $1.24M | Buy |
15,519
+13
| +0.1% | +$1.04K | 0.01% | 560 |
|
|
2017
Q1 | $1.29M | Sell |
15,506
-1,450
| -9% | -$121K | 0.01% | 562 |
|
|
2016
Q4 | $1.21M | Buy |
16,956
+1,755
| +12% | +$125K | 0.01% | 551 |
|
|
2016
Q3 | $1.03M | Sell |
15,201
-537
| -3% | -$36.5K | 0.01% | 583 |
|
|
2016
Q2 | $1M | Sell |
15,738
-184
| -1% | -$11.7K | 0.01% | 597 |
|
|
2016
Q1 | $996K | Sell |
15,922
-1,487
| -9% | -$93K | 0.01% | 554 |
|
|
2015
Q4 | $1.05M | Buy |
17,409
+2,422
| +16% | +$146K | 0.01% | 511 |
|
|
2015
Q3 | $827K | Buy |
14,987
+1,153
| +8% | +$63.6K | 0.01% | 511 |
|
|
2015
Q2 | $773K | Buy |
13,834
+438
| +3% | +$24.5K | 0.01% | 564 |
|
|
2015
Q1 | $681K | Buy |
13,396
+582
| +5% | +$29.6K | 0.01% | 625 |
|
|
2014
Q4 | $651K | Buy |
12,814
+2,115
| +20% | +$107K | 0.01% | 632 |
|
|
2014
Q3 | $608K | Sell |
10,699
-2,675
| -20% | -$152K | 0.01% | 637 |
|
|
2014
Q2 | $666K | Buy |
13,374
+5,363
| +67% | +$267K | 0.01% | 494 |
|
|
2014
Q1 | $366K | Buy |
+8,011
| New | +$366K | 0.01% | 669 |
|
|
2013
Q4 | – | Sell |
-4,266
| Closed | -$240K | – | 717 |
|
|
2013
Q3 | $240K | Buy |
+4,266
| New | +$240K | 0.01% | 555 |
|