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