Burt Wealth Advisors’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,900
| Closed | -$91K | – | 103 |
|
|
2021
Q3 | $91K | Hold |
12,900
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $91K | Hold |
12,900
| – | – | 0.03% | 94 |
|
|
2021
Q1 | $97K | Hold |
12,900
| – | – | 0.04% | 91 |
|
|
2020
Q4 | $111K | Hold |
12,900
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $75K | Hold |
12,900
| – | – | 0.03% | 146 |
|
|
2020
Q2 | $89K | Hold |
12,900
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $56K | Hold |
12,900
| – | – | 0.03% | 157 |
|
|
2019
Q4 | $87K | Hold |
12,900
| – | – | 0.03% | 135 |
|
|
2019
Q3 | $93K | Hold |
12,900
| – | – | 0.04% | 131 |
|
|
2019
Q2 | $117K | Hold |
12,900
| – | – | 0.05% | 117 |
|
|
2019
Q1 | $89K | Hold |
12,900
| – | – | 0.04% | 130 |
|
|
2018
Q4 | $74K | Hold |
12,900
| – | – | 0.04% | 146 |
|
|
2018
Q3 | $72K | Hold |
12,900
| – | – | 0.03% | 160 |
|
|
2018
Q2 | $70K | Hold |
12,900
| – | – | 0.03% | 152 |
|
|
2018
Q1 | $55K | Hold |
12,900
| – | – | 0.03% | 170 |
|
|
2017
Q4 | $57K | Hold |
12,900
| – | – | 0.04% | 169 |
|
|
2017
Q3 | $63K | Hold |
12,900
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $73K | Hold |
12,900
| – | – | 0.05% | 151 |
|
|
2017
Q1 | $62K | Hold |
12,900
| – | – | 0.04% | 147 |
|
|
2016
Q4 | $64K | Hold |
12,900
| – | – | 0.06% | 149 |
|
|
2016
Q3 | $52K | Hold |
12,900
| – | – | 0.06% | 155 |
|
|
2016
Q2 | $48K | Hold |
12,900
| – | – | 0.05% | 156 |
|
|
2016
Q1 | $51K | Hold |
12,900
| – | – | 0.05% | 168 |
|
|
2015
Q4 | $65K | Hold |
12,900
| – | – | 0.05% | 129 |
|
|
2015
Q3 | $54K | Hold |
12,900
| – | – | 0.07% | 130 |
|
|
2015
Q2 | $67K | Hold |
12,900
| – | – | 0.07% | 130 |
|
|
2015
Q1 | $51K | Hold |
12,900
| – | – | 0.05% | 137 |
|
|
2014
Q4 | $46K | Buy |
+12,900
| New | +$44K | 0.05% | 145 |
|
Other funds holding ZIXI
Burt Wealth Advisors's ZIXI Position: Q4 2021 in Review
Burt Wealth Advisors sold out of Zix Corporation (ZIXI) in Q4 2021, closing a stake of 12,900 shares — an estimated $91K sold.
Burt Wealth Advisors first reported a position in ZIXI in Q4 2014 and held it in 28 quarters. The position peaked at $117K in Q2 2019. 1 fund tracked by Wall St. Rank holds ZIXI as of Q4 2021.
- Burt Wealth Advisors reported no remaining Zix Corporation position as of Q4 2021 after selling out during the quarter.
- Burt Wealth Advisors sold 12,900 Zix Corporation shares in Q4 2021, an estimated $91K.
- Burt Wealth Advisors first reported a position in Zix Corporation in Q4 2014 and held it in 28 quarters.
- Burt Wealth Advisors's Zix Corporation position peaked at $117K in Q2 2019.
- 1 fund tracked by Wall St. Rank held Zix Corporation as of Q4 2021.
Based on Burt Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.