Mariner Wealth Advisors (Cincinnati)’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,430
| Closed | -$327K | – | 186 |
|
|
2014
Q4 | $327K | Sell |
6,430
-816
| -11% | -$41.5K | 0.05% | 140 |
|
|
2014
Q3 | $412K | Buy |
7,246
+289
| +4% | +$16.4K | 0.07% | 117 |
|
|
2014
Q2 | $347K | Buy |
6,957
+628
| +10% | +$31.3K | 0.05% | 120 |
|
|
2014
Q1 | $289K | Buy |
6,329
+439
| +7% | +$20K | 0.05% | 121 |
|
|
2013
Q4 | $297K | Buy |
+5,890
| New | +$297K | 0.05% | 124 |
|