LWCFA
CTXS
Loring Wolcott & Coolidge Fiduciary Advisors’s Citrix Systems Inc CTXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-672
| Closed | -$64K | – | 733 |
|
|
2021
Q4 | $64K | Hold |
672
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $72K | Sell |
672
-175
| -21% | -$18.8K | ﹤0.01% | 423 |
|
|
2021
Q2 | $99K | Buy |
+847
| New | +$99K | ﹤0.01% | 398 |
|
|
2021
Q1 | – | Sell |
-672
| Closed | -$87K | – | 751 |
|
|
2020
Q4 | $87K | Hold |
672
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $93K | Hold |
672
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $99K | Hold |
672
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $95K | Sell |
672
-503
| -43% | -$71.1K | ﹤0.01% | 299 |
|
|
2019
Q4 | $130K | Sell |
1,175
-40
| -3% | -$4.43K | ﹤0.01% | 315 |
|
|
2019
Q3 | $117K | Buy |
1,215
+294
| +32% | +$28.3K | ﹤0.01% | 321 |
|
|
2019
Q2 | $90K | Buy |
921
+186
| +25% | +$18.2K | ﹤0.01% | 346 |
|
|
2019
Q1 | $73K | Buy |
735
+13
| +2% | +$1.29K | ﹤0.01% | 364 |
|
|
2018
Q4 | $74K | Buy |
722
+647
| +863% | +$66.3K | ﹤0.01% | 361 |
|
|
2018
Q3 | $8K | Sell |
75
-5
| -6% | -$533 | ﹤0.01% | 547 |
|
|
2018
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 563 |
|
|
2018
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 607 |
|
|
2017
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 595 |
|
|
2017
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 588 |
|
|
2017
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 575 |
|
|
2014
Q1 | – | Sell |
-62
| Closed | -$4K | – | 644 |
|
|
2013
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 563 |
|