Wealthspire Advisors (Maryland)’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $208K | Sell |
1,508
-1,077
| -42% | -$149K | 0.01% | 447 |
|
|
2020
Q2 | $382K | Buy |
2,585
+326
| +14% | +$48.2K | 0.03% | 300 |
|
|
2020
Q1 | $320K | Sell |
2,259
-6
| -0.3% | -$850 | 0.03% | 293 |
|
|
2019
Q4 | $251K | Buy |
+2,265
| New | +$251K | 0.02% | 420 |
|
|
2019
Q3 | – | Sell |
-3,074
| Closed | -$302K | – | 489 |
|
|
2019
Q2 | $302K | Sell |
3,074
-83
| -3% | -$8.15K | 0.02% | 348 |
|
|
2019
Q1 | $315K | Buy |
3,157
+190
| +6% | +$19K | 0.02% | 345 |
|
|
2018
Q4 | $304K | Sell |
2,967
-149
| -5% | -$15.3K | 0.03% | 320 |
|
|
2018
Q3 | $346K | Buy |
3,116
+88
| +3% | +$9.77K | 0.03% | 323 |
|
|
2018
Q2 | $317K | Sell |
3,028
-205
| -6% | -$21.5K | 0.03% | 345 |
|
|
2018
Q1 | $300K | Sell |
3,233
-20
| -0.6% | -$1.86K | 0.03% | 362 |
|
|
2017
Q4 | $286K | Sell |
3,253
-71
| -2% | -$6.24K | 0.03% | 382 |
|
|
2017
Q3 | $255K | Buy |
3,324
+64
| +2% | +$4.91K | 0.03% | 402 |
|
|
2017
Q2 | $259K | Sell |
3,260
-643
| -16% | -$51.1K | 0.03% | 375 |
|
|
2017
Q1 | $325K | Sell |
3,903
-2,022
| -34% | -$168K | 0.05% | 273 |
|
|
2016
Q4 | $421K | Sell |
5,925
-1,149
| -16% | -$81.6K | 0.06% | 202 |
|
|
2016
Q3 | $480K | Buy |
7,074
+742
| +12% | +$50.3K | 0.07% | 180 |
|
|
2016
Q2 | $404K | Buy |
6,332
+584
| +10% | +$37.3K | 0.07% | 200 |
|
|
2016
Q1 | $360K | Buy |
5,748
+201
| +4% | +$12.6K | 0.06% | 212 |
|
|
2015
Q4 | $334K | Buy |
+5,547
| New | +$334K | 0.06% | 230 |
|