Wealthspire Advisors (New York)’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 |
-2,565
| Closed | -$360K | – | 702 |
|
|
2021
Q1 | $360K | Buy |
2,565
+300
| +13% | +$42.1K | 0.01% | 498 |
|
|
2020
Q4 | $295K | Buy |
+2,265
| New | +$295K | 0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-2,964
| Closed | -$420K | – | 557 |
|
|
2020
Q1 | $420K | Buy |
+2,964
| New | +$420K | 0.02% | 328 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$11K | – | 863 |
|
|
2018
Q4 | $11K | Buy |
+105
| New | +$11K | ﹤0.01% | 488 |
|