Occidental Asset Management’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-12,115
| Closed | -$1.3M | – | 223 |
|
2021
Q3 | $1.3M | Buy |
12,115
+1,075
| +10% | +$115K | 0.34% | 83 |
|
2021
Q2 | $1.3M | Buy |
11,040
+1,144
| +12% | +$134K | 0.34% | 84 |
|
2021
Q1 | $1.39M | Buy |
9,896
+3,003
| +44% | +$422K | 0.41% | 70 |
|
2020
Q4 | $897K | Buy |
6,893
+590
| +9% | +$76.8K | 0.3% | 97 |
|
2020
Q3 | $868K | Buy |
+6,303
| New | +$868K | 0.36% | 73 |
|