YorkBridge Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-385
| Closed | -$38K | – | 709 |
|
|
2019
Q2 | $38K | Buy |
385
+4
| +1% | +$395 | 0.02% | 400 |
|
|
2019
Q1 | $38K | Buy |
381
+3
| +0.8% | +$299 | 0.02% | 387 |
|
|
2018
Q4 | $39K | Hold |
378
| – | – | 0.02% | 357 |
|
|
2018
Q3 | $42K | Sell |
378
-54
| -13% | -$6K | 0.02% | 378 |
|
|
2018
Q2 | $45K | Hold |
432
| – | – | 0.02% | 375 |
|
|
2018
Q1 | $41K | Sell |
432
-15
| -3% | -$1.42K | 0.02% | 389 |
|
|
2017
Q4 | $40K | Sell |
447
-1,045
| -70% | -$93.5K | 0.02% | 395 |
|
|
2017
Q3 | $115K | Sell |
1,492
-70
| -4% | -$5.4K | 0.06% | 245 |
|
|
2017
Q2 | $123K | Hold |
1,562
| – | – | 0.07% | 231 |
|
|
2017
Q1 | $127K | Buy |
1,562
+444
| +40% | +$36.1K | 0.07% | 217 |
|
|
2016
Q4 | $79K | Buy |
+1,118
| New | +$79K | 0.05% | 282 |
|