SOA 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-40
| Closed | -$4K | – | 1032 |
|
2022
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 647 |
|
2022
Q2 | $3K | Sell |
40
-124
| -76% | -$9.3K | ﹤0.01% | 674 |
|
2022
Q1 | $16K | Hold |
164
| – | – | ﹤0.01% | 510 |
|
2021
Q4 | $15K | Buy |
164
+31
| +23% | +$2.84K | ﹤0.01% | 507 |
|
2021
Q3 | $14K | Sell |
133
-1
| -0.7% | -$105 | ﹤0.01% | 526 |
|
2021
Q2 | $15K | Sell |
134
-64
| -32% | -$7.16K | ﹤0.01% | 510 |
|
2021
Q1 | $27K | Sell |
198
-20
| -9% | -$2.73K | 0.01% | 350 |
|
2020
Q4 | $29K | Buy |
+218
| New | +$29K | 0.01% | 341 |
|