Creative Financial Designs’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-12,750
| Closed | -$191K | – | 1393 |
|
2022
Q1 | $191K | Buy |
12,750
+3,950
| +45% | +$59.2K | 0.03% | 315 |
|
2021
Q4 | $164K | Sell |
8,800
-2,897
| -25% | -$54K | 0.02% | 345 |
|
2021
Q3 | $194K | Sell |
11,697
-790
| -6% | -$13.1K | 0.03% | 302 |
|
2021
Q2 | $215K | Sell |
12,487
-2,903
| -19% | -$50K | 0.04% | 277 |
|
2021
Q1 | $228K | Buy |
15,390
+3,425
| +29% | +$50.7K | 0.04% | 253 |
|
2020
Q4 | $167K | Sell |
11,965
-5,150
| -30% | -$71.9K | 0.04% | 285 |
|
2020
Q3 | $177K | Sell |
17,115
-1,875
| -10% | -$19.4K | 0.04% | 252 |
|
2020
Q2 | $242K | Buy |
18,990
+1,500
| +9% | +$19.1K | 0.07% | 192 |
|
2020
Q1 | $141K | Buy |
17,490
+4,950
| +39% | +$39.9K | 0.07% | 152 |
|
2019
Q4 | $185K | Buy |
12,540
+50
| +0.4% | +$738 | 0.08% | 156 |
|
2019
Q3 | $182K | Sell |
12,490
-905
| -7% | -$13.2K | 0.1% | 145 |
|
2019
Q2 | $215K | Buy |
13,395
+2,180
| +19% | +$35K | 0.12% | 133 |
|
2019
Q1 | $225K | Sell |
11,215
-700
| -6% | -$14K | 0.13% | 114 |
|
2018
Q4 | $216K | Buy |
11,915
+600
| +5% | +$10.9K | 0.16% | 105 |
|
2018
Q3 | $261K | Buy |
+11,315
| New | +$261K | 0.15% | 103 |
|