Kovitz Investment Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,528
| Closed | -$979K | – | 461 |
|
|
2021
Q4 | $979K | Buy |
+7,528
| New | +$979K | 0.02% | 273 |
|
|
2021
Q2 | – | Sell |
-9,583
| Closed | -$1.35M | – | 429 |
|
|
2021
Q1 | $1.35M | Buy |
9,583
+2,055
| +27% | +$288K | 0.03% | 246 |
|
|
2020
Q4 | $979K | Buy |
+7,528
| New | +$979K | 0.02% | 270 |
|
|
2019
Q4 | – | Sell |
-25,155
| Closed | -$2.43M | – | 375 |
|
|
2019
Q3 | $2.43M | Buy |
+25,155
| New | +$2.43M | 0.08% | 180 |
|