Walled Lake Planning & Wealth Management’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 |
-1,472
| Closed | -$158K | – | 333 |
|
|
2021
Q3 | $158K | Buy |
1,472
+1
| +0.1% | +$107 | 0.1% | 89 |
|
|
2021
Q2 | $172K | Hold |
1,471
| – | – | 0.11% | 81 |
|
|
2021
Q1 | $206K | Hold |
1,471
| – | – | 0.14% | 73 |
|
|
2020
Q4 | $191K | Hold |
1,471
| – | – | 0.15% | 71 |
|
|
2020
Q3 | $203K | Hold |
1,471
| – | – | 0.16% | 62 |
|
|
2020
Q2 | $218K | Hold |
1,471
| – | – | 0.18% | 61 |
|
|
2020
Q1 | $208K | Sell |
1,471
-526
| -26% | -$74.4K | 0.19% | 58 |
|
|
2019
Q4 | $221K | Buy |
+1,997
| New | +$221K | 0.16% | 61 |
|