Valeo 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
Q2 | – | Sell |
-101
| Closed | -$14K | – | 1923 |
|
|
2021
Q1 | $14K | Buy |
101
+73
| +261% | +$10.1K | ﹤0.01% | 1207 |
|
|
2020
Q4 | $4K | Sell |
28
-145
| -84% | -$20.7K | ﹤0.01% | 1409 |
|
|
2020
Q3 | $24K | Sell |
173
-145
| -46% | -$20.1K | ﹤0.01% | 851 |
|
|
2020
Q2 | $47K | Buy |
318
+254
| +397% | +$37.5K | ﹤0.01% | 719 |
|
|
2020
Q1 | $9K | Sell |
64
-174
| -73% | -$24.5K | ﹤0.01% | 1105 |
|
|
2019
Q4 | $26K | Sell |
238
-245
| -51% | -$26.8K | ﹤0.01% | 848 |
|
|
2019
Q3 | $47K | Hold |
483
| – | – | 0.01% | 621 |
|
|
2019
Q2 | $47K | Sell |
483
-6
| -1% | -$584 | 0.01% | 628 |
|
|
2019
Q1 | $49K | Buy |
489
+261
| +114% | +$26.2K | 0.01% | 557 |
|
|
2018
Q4 | $23K | Sell |
228
-10
| -4% | -$1.01K | ﹤0.01% | 677 |
|
|
2018
Q3 | $24K | Buy |
238
+10
| +4% | +$1.01K | ﹤0.01% | 717 |
|
|
2018
Q2 | $25K | Sell |
228
-165
| -42% | -$18.1K | ﹤0.01% | 700 |
|
|
2018
Q1 | $36K | Buy |
+393
| New | +$36K | 0.01% | 562 |
|