One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,719
| Closed | -$399K | – | 216 |
|
|
2021
Q3 | $399K | Buy |
3,719
+258
| +7% | +$27.7K | 0.12% | 111 |
|
|
2021
Q2 | $406K | Buy |
3,461
+18
| +0.5% | +$2.11K | 0.13% | 90 |
|
|
2021
Q1 | $483K | Buy |
3,443
+379
| +12% | +$53.2K | 0.19% | 69 |
|
|
2020
Q4 | $399K | Sell |
3,064
-285
| -9% | -$37.1K | 0.22% | 58 |
|
|
2020
Q3 | $461K | Sell |
3,349
-309
| -8% | -$42.5K | 0.32% | 30 |
|
|
2020
Q2 | $541K | Buy |
3,658
+1,158
| +46% | +$171K | 0.43% | 21 |
|
|
2020
Q1 | $354K | Buy |
2,500
+496
| +25% | +$70.2K | 0.35% | 38 |
|
|
2019
Q4 | $222K | Sell |
2,004
-3,136
| -61% | -$347K | 0.16% | 98 |
|
|
2019
Q3 | $496K | Sell |
5,140
-3,195
| -38% | -$308K | 0.43% | 31 |
|
|
2019
Q2 | $818K | Sell |
8,335
-593
| -7% | -$58.2K | 0.68% | 14 |
|
|
2019
Q1 | $890K | Buy |
8,928
+4,002
| +81% | +$399K | 0.73% | 13 |
|
|
2018
Q4 | $505K | Sell |
4,926
-2,128
| -30% | -$218K | 0.5% | 24 |
|
|
2018
Q3 | $784K | Buy |
7,054
+3,984
| +130% | +$443K | 0.6% | 16 |
|
|
2018
Q2 | $322K | Buy |
+3,070
| New | +$322K | 0.26% | 72 |
|