Dorsey & Whitney Trust’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,857
| Closed | -$281K | – | 662 |
|
|
2024
Q1 | $281K | Sell |
30,857
-7,220
| -19% | -$65.8K | 0.02% | 496 |
|
|
2023
Q4 | $358K | Hold |
38,077
| – | – | 0.03% | 415 |
|
|
2023
Q3 | $314K | Hold |
38,077
| – | – | 0.03% | 410 |
|
|
2023
Q2 | $418K | Hold |
38,077
| – | – | 0.03% | 359 |
|
|
2023
Q1 | $376K | Hold |
38,077
| – | – | 0.03% | 372 |
|
|
2022
Q4 | $242K | Buy |
38,077
+12,539
| +49% | +$79.7K | 0.02% | 473 |
|
|
2022
Q3 | $188K | Buy |
+25,538
| New | +$188K | 0.02% | 506 |
|