Baldwin Wealth Partners’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$32K | – | 552 |
|
|
2020
Q2 | $32K | Hold |
2,500
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $20K | Hold |
2,500
| – | – | ﹤0.01% | 378 |
|
|
2019
Q4 | $36K | Buy |
+2,500
| New | +$36K | 0.01% | 359 |
|
|
2019
Q3 | – | Sell |
-2,500
| Closed | -$38K | – | 548 |
|
|
2019
Q2 | $38K | Buy |
+2,500
| New | +$38K | 0.01% | 338 |
|