Wealthstreet Investment 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 |
-4,546
| Closed | -$638K | – | 350 |
|
|
2021
Q1 | $638K | Buy |
4,546
+2
| +0% | +$281 | 0.06% | 222 |
|
|
2020
Q4 | $591K | Buy |
4,544
+2
| +0% | +$260 | 0.06% | 224 |
|
|
2020
Q3 | $626K | Buy |
4,542
+1
| +0% | +$138 | 0.07% | 196 |
|
|
2020
Q2 | $672K | Buy |
4,541
+2
| +0% | +$296 | 0.08% | 178 |
|
|
2020
Q1 | $643K | Sell |
4,539
-132
| -3% | -$18.7K | 0.1% | 159 |
|
|
2019
Q4 | $518K | Buy |
4,671
+1
| +0% | +$111 | 0.06% | 231 |
|
|
2019
Q3 | $500K | Sell |
4,670
-197
| -4% | -$21.1K | 0.06% | 224 |
|
|
2019
Q2 | $478K | Buy |
4,867
+2
| +0% | +$196 | 0.06% | 228 |
|
|
2019
Q1 | $485K | Sell |
4,865
-401
| -8% | -$40K | 0.06% | 231 |
|
|
2018
Q4 | $537K | Sell |
5,266
-398
| -7% | -$40.6K | 0.08% | 205 |
|
|
2018
Q3 | $630K | Sell |
5,664
-100
| -2% | -$11.1K | 0.08% | 212 |
|
|
2018
Q2 | $604K | Sell |
5,764
-350
| -6% | -$36.7K | 0.08% | 215 |
|
|
2018
Q1 | $567K | Sell |
6,114
-1,011
| -14% | -$93.8K | 0.07% | 220 |
|
|
2017
Q4 | $627K | Buy |
+7,125
| New | +$627K | 0.08% | 204 |
|