United Capital 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
Q4 | – | Sell |
-5,872
| Closed | -$610K | – | 1134 |
|
|
2022
Q3 | $610K | Sell |
5,872
-116
| -2% | -$12.1K | ﹤0.01% | 722 |
|
|
2022
Q2 | $582K | Sell |
5,988
-89
| -1% | -$8.65K | ﹤0.01% | 761 |
|
|
2022
Q1 | $613K | Buy |
6,077
+454
| +8% | +$45.8K | ﹤0.01% | 785 |
|
|
2021
Q4 | $532K | Sell |
5,623
-416
| -7% | -$39.4K | ﹤0.01% | 835 |
|
|
2021
Q3 | $648K | Sell |
6,039
-162
| -3% | -$17.4K | ﹤0.01% | 791 |
|
|
2021
Q2 | $727K | Sell |
6,201
-31
| -0.5% | -$3.63K | ﹤0.01% | 775 |
|
|
2021
Q1 | $875K | Sell |
6,232
-276
| -4% | -$38.8K | ﹤0.01% | 701 |
|
|
2020
Q4 | $847K | Buy |
6,508
+860
| +15% | +$112K | 0.01% | 717 |
|
|
2020
Q3 | $778K | Sell |
5,648
-9
| -0.2% | -$1.24K | 0.01% | 721 |
|
|
2020
Q2 | $837K | Sell |
5,657
-288
| -5% | -$42.6K | 0.01% | 714 |
|
|
2020
Q1 | $842K | Buy |
5,945
+256
| +4% | +$36.3K | 0.01% | 673 |
|
|
2019
Q4 | $631K | Buy |
5,689
+1,465
| +35% | +$162K | ﹤0.01% | 917 |
|
|
2019
Q3 | $408K | Sell |
4,224
-1,202
| -22% | -$116K | ﹤0.01% | 994 |
|
|
2019
Q2 | $533K | Sell |
5,426
-1,529
| -22% | -$150K | ﹤0.01% | 1019 |
|
|
2019
Q1 | $693K | Buy |
+6,955
| New | +$693K | ﹤0.01% | 880 |
|
|
2018
Q1 | – | Sell |
-3,905
| Closed | -$344K | – | 1379 |
|
|
2017
Q4 | $344K | Sell |
3,905
-10,946
| -74% | -$964K | ﹤0.01% | 1073 |
|
|
2017
Q3 | $1.14M | Sell |
14,851
-2,951
| -17% | -$227K | 0.01% | 744 |
|
|
2017
Q2 | $1.42M | Sell |
17,802
-323
| -2% | -$25.7K | 0.01% | 666 |
|
|
2017
Q1 | $1.51M | Sell |
18,125
-5,829
| -24% | -$486K | 0.01% | 633 |
|
|
2016
Q4 | $678K | Sell |
23,954
-6,946
| -22% | -$197K | 0.01% | 854 |
|
|
2016
Q3 | $2.1M | Sell |
30,900
-8,925
| -22% | -$606K | 0.02% | 573 |
|
|
2016
Q2 | $2.54M | Sell |
39,825
-3,186
| -7% | -$203K | 0.03% | 510 |
|
|
2016
Q1 | $2.69M | Sell |
43,011
-264
| -0.6% | -$16.5K | 0.03% | 464 |
|
|
2015
Q4 | $2.61M | Buy |
+43,275
| New | +$2.61M | 0.03% | 494 |
|