Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-69
| Closed | -$8K | – | 1098 |
|
2021
Q2 | $8K | Buy |
69
+53
| +331% | +$6.15K | ﹤0.01% | 737 |
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 963 |
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 831 |
|
2019
Q3 | – | Sell |
-131
| Closed | -$13K | – | 992 |
|
2019
Q2 | $13K | Hold |
131
| – | – | ﹤0.01% | 621 |
|
2019
Q1 | $13K | Buy |
131
+1
| +0.8% | +$99 | ﹤0.01% | 626 |
|
2018
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 601 |
|
2018
Q3 | $14K | Buy |
+130
| New | +$14K | ﹤0.01% | 632 |
|
2015
Q4 | – | Sell |
-126
| Closed | -$7K | – | 1156 |
|
2015
Q3 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 884 |
|