Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 969 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 953 |
|
|
2020
Q1 | – | Sell |
-1,105
| Closed | -$123K | – | 983 |
|
|
2019
Q4 | $123K | Hold |
1,105
| – | – | 0.04% | 360 |
|
|
2019
Q3 | $107K | Hold |
1,105
| – | – | 0.03% | 371 |
|
|
2019
Q2 | $108K | Hold |
1,105
| – | – | 0.04% | 369 |
|
|
2019
Q1 | $110K | Sell |
1,105
-365
| -25% | -$36.3K | 0.04% | 363 |
|
|
2018
Q4 | $151K | Hold |
1,470
| – | – | 0.05% | 303 |
|
|
2018
Q3 | $163K | Hold |
1,470
| – | – | 0.05% | 329 |
|
|
2018
Q2 | $154K | Hold |
1,470
| – | – | 0.04% | 332 |
|
|
2018
Q1 | $136K | Buy |
+1,470
| New | +$136K | 0.04% | 345 |
|