WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16
| Closed | -$1K | – | 1769 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1515 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1508 |
|
|
2016
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1474 |
|
|
2015
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1507 |
|
|
2015
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1539 |
|
|
2015
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1597 |
|
|
2015
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1667 |
|
|
2014
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1988 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2000 |
|
|
2014
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1912 |
|
|
2014
Q1 | $1K | Sell |
16
-1,777
| -99% | -$111K | ﹤0.01% | 1910 |
|
|
2013
Q4 | $90K | Buy |
1,793
+1,777
| +11,106% | +$89.2K | 0.01% | 785 |
|
|
2013
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2097 |
|
|
2013
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2014 |
|