Edmond de Rothschild Holding’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 |
-4,300
| Closed | -$64K | – | 883 |
|
|
2022
Q1 | $64K | Hold |
4,300
| – | – | ﹤0.01% | 648 |
|
|
2021
Q4 | $80K | Hold |
4,300
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $71K | Hold |
4,300
| – | – | ﹤0.01% | 661 |
|
|
2021
Q2 | $74K | Hold |
4,300
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $64K | Sell |
4,300
-1,700
| -28% | -$25.3K | ﹤0.01% | 602 |
|
|
2020
Q4 | $84K | Hold |
6,000
| – | – | ﹤0.01% | 523 |
|
|
2020
Q3 | $62K | Sell |
6,000
-4,500
| -43% | -$46.5K | ﹤0.01% | 497 |
|
|
2020
Q2 | $134K | Sell |
10,500
-6,000
| -36% | -$76.6K | 0.01% | 413 |
|
|
2020
Q1 | $133K | Hold |
16,500
| – | – | 0.01% | 368 |
|
|
2019
Q4 | $236K | Hold |
16,500
| – | – | 0.01% | 358 |
|
|
2019
Q3 | $249K | Buy |
16,500
+1,000
| +6% | +$15.1K | 0.01% | 353 |
|
|
2019
Q2 | $237K | Buy |
15,500
+6,050
| +64% | +$92.5K | 0.01% | 353 |
|
|
2019
Q1 | $189K | Buy |
+9,450
| New | +$189K | 0.01% | 366 |
|