Resonant Capital 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 |
-4,705
| Closed | -$505K | – | 212 |
|
|
2021
Q3 | $505K | Buy |
4,705
+864
| +22% | +$92.7K | 0.09% | 126 |
|
|
2021
Q2 | $450K | Buy |
3,841
+1,194
| +45% | +$140K | 0.09% | 121 |
|
|
2021
Q1 | $372K | Buy |
2,647
+142
| +6% | +$20K | 0.08% | 137 |
|
|
2020
Q4 | $326K | Buy |
2,505
+145
| +6% | +$18.9K | 0.08% | 145 |
|
|
2020
Q3 | $325K | Sell |
2,360
-659
| -22% | -$90.8K | 0.09% | 124 |
|
|
2020
Q2 | $446K | Sell |
3,019
-470
| -13% | -$69.4K | 0.13% | 109 |
|
|
2020
Q1 | $494K | Buy |
3,489
+222
| +7% | +$31.4K | 0.18% | 129 |
|
|
2019
Q4 | $362K | Buy |
+3,267
| New | +$362K | 0.11% | 161 |
|