Moneta Group Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-364
| Closed | -$38K | – | 389 |
|
|
2018
Q2 | $38K | Buy |
364
+254
| +231% | +$26.5K | ﹤0.01% | 329 |
|
|
2018
Q1 | $10K | Sell |
110
-3
| -3% | -$273 | ﹤0.01% | 460 |
|
|
2017
Q4 | $10K | Buy |
+113
| New | +$10K | ﹤0.01% | 338 |
|
|
2015
Q4 | – | Sell |
-251
| Closed | -$14K | – | 453 |
|
|
2015
Q3 | $14K | Buy |
+251
| New | +$14K | ﹤0.01% | 376 |
|
|
2014
Q1 | – | Sell |
-6,373
| Closed | -$321K | – | 129 |
|
|
2013
Q4 | $321K | Sell |
6,373
-2,619
| -29% | -$132K | 0.19% | 88 |
|
|
2013
Q3 | $506K | Buy |
8,992
+3,812
| +74% | +$215K | 0.33% | 57 |
|
|
2013
Q2 | $249K | Buy |
+5,180
| New | +$249K | 0.18% | 96 |
|