Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,684
| Closed | -$487K | – | 496 |
|
|
2022
Q3 | $487K | Sell |
4,684
-960
| -17% | -$99.8K | 0.06% | 270 |
|
|
2022
Q2 | $548K | Buy |
+5,644
| New | +$548K | 0.07% | 274 |
|
|
2021
Q4 | – | Sell |
-5,193
| Closed | -$558K | – | 496 |
|
|
2021
Q3 | $558K | Sell |
5,193
-8,860
| -63% | -$952K | 0.06% | 268 |
|
|
2021
Q2 | $1.65M | Buy |
14,053
+396
| +3% | +$46.4K | 0.2% | 112 |
|
|
2021
Q1 | $1.92M | Buy |
13,657
+6,083
| +80% | +$854K | 0.25% | 88 |
|
|
2020
Q4 | $985K | Sell |
7,574
-5,750
| -43% | -$748K | 0.14% | 168 |
|
|
2020
Q3 | $1.84M | Buy |
13,324
+10,189
| +325% | +$1.4M | 0.26% | 86 |
|
|
2020
Q2 | $464K | Sell |
3,135
-2,353
| -43% | -$348K | 0.08% | 237 |
|
|
2020
Q1 | $777K | Sell |
5,488
-771
| -12% | -$109K | 0.18% | 127 |
|
|
2019
Q4 | $759K | Buy |
6,259
+265
| +4% | +$32.1K | 0.13% | 135 |
|
|
2019
Q3 | $668K | Sell |
5,994
-351
| -6% | -$39.1K | 0.12% | 148 |
|
|
2019
Q2 | $580K | Buy |
6,345
+3,183
| +101% | +$291K | 0.11% | 159 |
|
|
2019
Q1 | $315K | Sell |
3,162
-125
| -4% | -$12.5K | 0.06% | 245 |
|
|
2018
Q4 | $345K | Sell |
3,287
-129
| -4% | -$13.5K | 0.07% | 237 |
|
|
2018
Q3 | $362K | Sell |
3,416
-215
| -6% | -$22.8K | 0.06% | 228 |
|
|
2018
Q2 | $381K | Sell |
3,631
-1,404
| -28% | -$147K | 0.07% | 220 |
|
|
2018
Q1 | $467K | Buy |
+5,035
| New | +$467K | 0.1% | 183 |
|