Mosaic Family Wealth’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-236
| Closed | -$24K | – | 653 |
|
|
2019
Q1 | $24K | Hold |
236
| – | – | 0.01% | 417 |
|
|
2018
Q4 | $24K | Buy |
236
+38
| +19% | +$3.86K | 0.01% | 408 |
|
|
2018
Q3 | $21K | Hold |
198
| – | – | 0.01% | 433 |
|
|
2018
Q2 | $21K | Hold |
198
| – | – | 0.01% | 461 |
|
|
2018
Q1 | $18K | Sell |
198
-175
| -47% | -$15.9K | 0.01% | 448 |
|
|
2017
Q4 | $33K | Sell |
373
-940
| -72% | -$83.2K | 0.01% | 382 |
|
|
2017
Q3 | $101K | Buy |
1,313
+22
| +2% | +$1.69K | 0.04% | 255 |
|
|
2017
Q2 | $103K | Hold |
1,291
| – | – | 0.04% | 245 |
|
|
2017
Q1 | $108K | Sell |
1,291
-354
| -22% | -$29.6K | 0.05% | 249 |
|
|
2016
Q4 | $117K | Sell |
1,645
-21
| -1% | -$1.49K | 0.05% | 240 |
|
|
2016
Q3 | $113K | Sell |
1,666
-23
| -1% | -$1.56K | 0.05% | 246 |
|
|
2016
Q2 | $108K | Sell |
1,689
-73
| -4% | -$4.67K | 0.05% | 242 |
|
|
2016
Q1 | $110K | Buy |
1,762
+59
| +3% | +$3.68K | 0.05% | 217 |
|
|
2015
Q4 | $102K | Buy |
+1,703
| New | +$102K | 0.05% | 220 |
|