Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,480
| Closed | -$208K | – | 176 |
|
|
2021
Q1 | $208K | Sell |
1,480
-272
| -16% | -$38.2K | 0.12% | 157 |
|
|
2020
Q4 | $228K | Buy |
1,752
+2
| +0.1% | +$260 | 0.14% | 146 |
|
|
2020
Q3 | $241K | Sell |
1,750
-127
| -7% | -$17.5K | 0.15% | 127 |
|
|
2020
Q2 | $278K | Sell |
1,877
-38
| -2% | -$5.63K | 0.23% | 113 |
|
|
2020
Q1 | $271K | Sell |
1,915
-197
| -9% | -$27.9K | 0.27% | 108 |
|
|
2019
Q4 | $234K | Sell |
2,112
-694
| -25% | -$76.9K | 0.16% | 131 |
|
|
2019
Q3 | $271K | Hold |
2,806
| – | – | 0.22% | 118 |
|
|
2019
Q2 | $256K | Hold |
2,806
| – | – | 0.22% | 118 |
|
|
2019
Q1 | $280K | Buy |
+2,806
| New | +$280K | 0.25% | 106 |
|