Creative Planning’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,000
| Closed | -$78K | – | 2196 |
|
|
2021
Q3 | $78K | Hold |
11,000
| – | – | ﹤0.01% | 1958 |
|
|
2021
Q2 | $78K | Buy |
+11,000
| New | +$78K | ﹤0.01% | 1882 |
|
|
2017
Q1 | – | Sell |
-7,800
| Closed | -$39K | – | 4761 |
|
|
2016
Q4 | $39K | Sell |
7,800
-4,500
| -37% | -$22.5K | ﹤0.01% | 2575 |
|
|
2016
Q3 | $50K | Hold |
12,300
| – | – | ﹤0.01% | 2349 |
|
|
2016
Q2 | $46K | Buy |
12,300
+7,700
| +167% | +$28.8K | ﹤0.01% | 2177 |
|
|
2016
Q1 | $18K | Hold |
4,600
| – | – | ﹤0.01% | 2822 |
|
|
2015
Q4 | $23K | Hold |
4,600
| – | – | ﹤0.01% | 2720 |
|
|
2015
Q3 | $19K | Buy |
+4,600
| New | +$19K | ﹤0.01% | 2755 |
|
|
2015
Q2 | – | Sell |
-8,500
| Closed | -$33K | – | 3197 |
|
|
2015
Q1 | $33K | Hold |
8,500
| – | – | ﹤0.01% | 2295 |
|
|
2014
Q4 | $31K | Sell |
8,500
-1,100
| -11% | -$4.01K | ﹤0.01% | 2314 |
|
|
2014
Q3 | $33K | Hold |
9,600
| – | – | ﹤0.01% | 2174 |
|
|
2014
Q2 | $33K | Buy |
9,600
+2,000
| +26% | +$6.88K | ﹤0.01% | 2136 |
|
|
2014
Q1 | $31K | Hold |
7,600
| – | – | ﹤0.01% | 2109 |
|
|
2013
Q4 | $35K | Buy |
7,600
+5,000
| +192% | +$23K | ﹤0.01% | 1840 |
|
|
2013
Q3 | $13K | Sell |
2,600
-500
| -16% | -$2.5K | ﹤0.01% | 2330 |
|
|
2013
Q2 | $13K | Buy |
+3,100
| New | +$13K | ﹤0.01% | 2160 |
|