Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,350
| Closed | -$660K | – | 954 |
|
|
2022
Q3 | $660K | Buy |
6,350
+655
| +12% | +$68.1K | 0.05% | 398 |
|
|
2022
Q2 | $553K | Buy |
5,695
+1,456
| +34% | +$141K | 0.04% | 471 |
|
|
2022
Q1 | $428K | Buy |
4,239
+119
| +3% | +$12K | 0.02% | 570 |
|
|
2021
Q4 | $390K | Sell |
4,120
-1,105
| -21% | -$105K | 0.02% | 617 |
|
|
2021
Q3 | $561K | Buy |
5,225
+136
| +3% | +$14.6K | 0.03% | 470 |
|
|
2021
Q2 | $597K | Buy |
5,089
+80
| +2% | +$9.39K | 0.04% | 445 |
|
|
2021
Q1 | $703K | Sell |
5,009
-239
| -5% | -$33.5K | 0.05% | 346 |
|
|
2020
Q4 | $683K | Sell |
5,248
-352
| -6% | -$45.8K | 0.05% | 365 |
|
|
2020
Q3 | $771K | Sell |
5,600
-354
| -6% | -$48.7K | 0.07% | 275 |
|
|
2020
Q2 | $880K | Sell |
5,954
-626
| -10% | -$92.5K | 0.08% | 239 |
|
|
2020
Q1 | $931K | Buy |
6,580
+279
| +4% | +$39.5K | 0.1% | 201 |
|
|
2019
Q4 | $699K | Buy |
6,301
+381
| +6% | +$42.3K | 0.07% | 311 |
|
|
2019
Q3 | $571K | Buy |
5,920
+256
| +5% | +$24.7K | 0.06% | 360 |
|
|
2019
Q2 | $555K | Buy |
5,664
+1,725
| +44% | +$169K | 0.06% | 359 |
|
|
2019
Q1 | $393K | Sell |
3,939
-232
| -6% | -$23.1K | 0.05% | 430 |
|
|
2018
Q4 | $427K | Sell |
4,171
-154
| -4% | -$15.8K | 0.06% | 370 |
|
|
2018
Q3 | $481K | Buy |
4,325
+42
| +1% | +$4.67K | 0.06% | 375 |
|
|
2018
Q2 | $449K | Buy |
4,283
+33
| +0.8% | +$3.46K | 0.06% | 367 |
|
|
2018
Q1 | $395K | Buy |
4,250
+203
| +5% | +$18.9K | 0.05% | 414 |
|
|
2017
Q4 | $356K | Sell |
4,047
-619
| -13% | -$54.5K | 0.05% | 435 |
|
|
2017
Q3 | $359K | Buy |
4,666
+56
| +1% | +$4.31K | 0.05% | 412 |
|
|
2017
Q2 | $367K | Sell |
4,610
-80
| -2% | -$6.37K | 0.06% | 380 |
|
|
2017
Q1 | $391K | Sell |
4,690
-157
| -3% | -$13.1K | 0.07% | 351 |
|
|
2016
Q4 | $345K | Buy |
4,847
+689
| +17% | +$49K | 0.07% | 371 |
|
|
2016
Q3 | $282K | Sell |
4,158
-254
| -6% | -$17.2K | 0.06% | 397 |
|
|
2016
Q2 | $281K | Buy |
+4,412
| New | +$281K | 0.06% | 370 |
|