Montag & Associates’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 |
-100
| Closed | -$10K | – | 1001 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 723 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 725 |
|
|
2021
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $14K | Sell |
100
-330
| -77% | -$46.2K | ﹤0.01% | 703 |
|
|
2020
Q4 | $56K | Buy |
+430
| New | +$56K | ﹤0.01% | 525 |
|