CAPTRUST Financial 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 |
-750
| Closed | -$5K | – | 5052 |
|
|
2021
Q3 | $5K | Hold |
750
| – | – | ﹤0.01% | 3985 |
|
|
2021
Q2 | $5K | Hold |
750
| – | – | ﹤0.01% | 3899 |
|
|
2021
Q1 | $6K | Hold |
750
| – | – | ﹤0.01% | 3692 |
|
|
2020
Q4 | $6K | Hold |
750
| – | – | ﹤0.01% | 2804 |
|
|
2020
Q3 | $4K | Hold |
750
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q2 | $5K | Buy |
+750
| New | +$4.53K | ﹤0.01% | 2413 |
|
