WealthPLAN Partners’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
Q1 | – | Sell |
-4,630
| Closed | -$614K | – | 349 |
|
|
2020
Q4 | $614K | Buy |
4,630
+1,206
| +35% | +$160K | 0.05% | 188 |
|
|
2020
Q3 | $395K | Sell |
3,424
-99
| -3% | -$11.4K | 0.04% | 221 |
|
|
2020
Q2 | $484K | Buy |
+3,523
| New | +$484K | 0.05% | 188 |
|
|
2016
Q3 | – | Sell |
-357
| Closed | -$23 | – | 1090 |
|
|
2016
Q2 | $23 | Buy |
+357
| New | +$23 | ﹤0.01% | 2476 |
|