Plante Moran Financial 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
Q1 | – | Sell |
-47
| Closed | -$4K | – | 1066 |
|
|
2021
Q4 | $4K | Buy |
47
+4
| +9% | +$340 | ﹤0.01% | 870 |
|
|
2021
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 796 |
|
|
2021
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 799 |
|
|
2021
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 761 |
|
|
2020
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 690 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 953 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 730 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 933 |
|
|
2019
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 836 |
|
|
2017
Q4 | – | Sell |
-78
| Closed | -$6K | – | 925 |
|
|
2017
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 639 |
|
|
2017
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 653 |
|
|
2017
Q1 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 660 |
|
|
2016
Q4 | – | Sell |
-431
| Closed | -$29K | – | 1056 |
|
|
2016
Q3 | $29K | Sell |
431
-238
| -36% | -$16K | 0.02% | 416 |
|
|
2016
Q2 | $43K | Buy |
669
+238
| +55% | +$15.3K | 0.03% | 314 |
|
|
2016
Q1 | $27K | Buy |
431
+59
| +16% | +$3.7K | 0.02% | 345 |
|
|
2015
Q4 | $22K | Buy |
372
+213
| +134% | +$12.6K | 0.02% | 437 |
|
|
2015
Q3 | $9K | Hold |
159
| – | – | 0.01% | 503 |
|
|
2015
Q2 | $9K | Buy |
159
+81
| +104% | +$4.59K | 0.01% | 550 |
|
|
2015
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 641 |
|
|
2014
Q4 | $4K | Buy |
78
+6
| +8% | +$308 | ﹤0.01% | 702 |
|
|
2014
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 708 |
|
|
2014
Q2 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 707 |
|