YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,938
| Closed | -$201K | – | 293 |
|
|
2022
Q3 | $201K | Sell |
1,938
-925
| -32% | -$95.9K | 0.02% | 277 |
|
|
2022
Q2 | $278K | Sell |
2,863
-840
| -23% | -$81.6K | 0.03% | 229 |
|
|
2022
Q1 | $374K | Sell |
3,703
-19,645
| -84% | -$1.98M | 0.03% | 216 |
|
|
2021
Q4 | $2.21M | Sell |
23,348
-4,989
| -18% | -$472K | 0.18% | 120 |
|
|
2021
Q3 | $3.04M | Sell |
28,337
-6,877
| -20% | -$738K | 0.26% | 100 |
|
|
2021
Q2 | $4.13M | Buy |
35,214
+344
| +1% | +$40.3K | 0.35% | 76 |
|
|
2021
Q1 | $4.9M | Buy |
34,870
+462
| +1% | +$64.9K | 0.42% | 65 |
|
|
2020
Q4 | $4.48M | Buy |
34,408
+739
| +2% | +$96.1K | 0.43% | 66 |
|
|
2020
Q3 | $4.64M | Sell |
33,669
-1,592
| -5% | -$219K | 0.5% | 59 |
|
|
2020
Q2 | $5.22M | Buy |
35,261
+1,037
| +3% | +$153K | 0.75% | 42 |
|
|
2020
Q1 | $4.84M | Buy |
34,224
+1,860
| +6% | +$263K | 0.84% | 40 |
|
|
2019
Q4 | $3.59M | Buy |
32,364
+315
| +1% | +$34.9K | 0.51% | 60 |
|
|
2019
Q3 | $3.09M | Buy |
32,049
+2,070
| +7% | +$200K | 0.47% | 62 |
|
|
2019
Q2 | $2.94M | Buy |
29,979
+325
| +1% | +$31.9K | 0.47% | 63 |
|
|
2019
Q1 | $2.96M | Buy |
29,654
+3,256
| +12% | +$324K | 0.46% | 61 |
|
|
2018
Q4 | $2.71M | Buy |
26,398
+2,140
| +9% | +$219K | 0.48% | 58 |
|
|
2018
Q3 | $2.7M | Buy |
24,258
+463
| +2% | +$51.5K | 0.41% | 70 |
|
|
2018
Q2 | $2.5M | Buy |
23,795
+809
| +4% | +$84.8K | 0.41% | 74 |
|
|
2018
Q1 | $2.13M | Buy |
22,986
+188
| +0.8% | +$17.4K | 0.36% | 83 |
|
|
2017
Q4 | $2.01M | Buy |
22,798
+1,838
| +9% | +$162K | 0.34% | 82 |
|
|
2017
Q3 | $1.61M | Sell |
20,960
-2,060
| -9% | -$158K | 0.29% | 91 |
|
|
2017
Q2 | $1.83M | Buy |
23,020
+2,928
| +15% | +$233K | 0.31% | 81 |
|
|
2017
Q1 | $1.63M | Sell |
20,092
-4,723
| -19% | -$382K | 0.31% | 81 |
|
|
2016
Q4 | $1.77M | Buy |
24,815
+32
| +0.1% | +$2.28K | 0.37% | 78 |
|
|
2016
Q3 | $1.68M | Buy |
24,783
+414
| +2% | +$28.1K | 0.41% | 73 |
|
|
2016
Q2 | $1.55M | Buy |
24,369
+258
| +1% | +$16.5K | 0.34% | 78 |
|
|
2016
Q1 | $1.51M | Buy |
24,111
+2,128
| +10% | +$133K | 0.41% | 70 |
|
|
2015
Q4 | $1.32M | Buy |
21,983
+1,080
| +5% | +$65K | 0.3% | 87 |
|
|
2015
Q3 | $1.15M | Buy |
20,903
+1,225
| +6% | +$67.6K | 0.27% | 95 |
|
|
2015
Q2 | $1.1M | Buy |
19,678
+2,153
| +12% | +$120K | 0.24% | 100 |
|
|
2015
Q1 | $891K | Buy |
17,525
+1,947
| +12% | +$99K | 0.2% | 104 |
|
|
2014
Q4 | $791K | Buy |
15,578
+979
| +7% | +$49.7K | 0.18% | 110 |
|
|
2014
Q3 | $829K | Buy |
14,599
+678
| +5% | +$38.5K | 0.2% | 105 |
|
|
2014
Q2 | $693K | Buy |
13,921
+1,319
| +10% | +$65.7K | 0.17% | 106 |
|
|
2014
Q1 | $576K | Buy |
12,602
+688
| +6% | +$31.4K | 0.15% | 111 |
|
|
2013
Q4 | $600K | Buy |
11,914
+3,309
| +38% | +$167K | 0.16% | 106 |
|
|
2013
Q3 | $484K | Sell |
8,605
-26
| -0.3% | -$1.46K | 0.14% | 110 |
|
|
2013
Q2 | $415K | Buy |
+8,631
| New | +$415K | 0.13% | 119 |
|