Berman Capital Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
94
+64
| +213% | +$681 | ﹤0.01% | 2002 |
|
|
2021
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 2088 |
|
|
2020
Q3 | – | Sell |
-95
| Closed | -$1K | – | 1813 |
|
|
2020
Q2 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 1534 |
|
|
2020
Q1 | – | Sell |
-79
| Closed | -$1K | – | 1715 |
|
|
2019
Q4 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 1413 |
|
|
2019
Q2 | – | Sell |
-13,433
| Closed | -$269K | – | 1605 |
|
|
2019
Q1 | $269K | Buy |
13,433
+11,154
| +489% | +$223K | 0.09% | 105 |
|
|
2018
Q4 | $41K | Sell |
2,279
-9,505
| -81% | -$171K | 0.02% | 277 |
|
|
2018
Q3 | $272K | Buy |
+11,784
| New | +$272K | 0.11% | 85 |
|