Envestnet Asset Management’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-23,863
| Closed | -$169K | – | 3982 |
|
|
2021
Q3 | $169K | Buy |
23,863
+12,538
| +111% | +$90.5K | ﹤0.01% | 3530 |
|
|
2021
Q2 | $80K | Buy |
11,325
+65
| +0.6% | +$471 | ﹤0.01% | 3581 |
|
|
2021
Q1 | $85K | Buy |
+11,260
| New | +$94.8K | ﹤0.01% | 3428 |
|
|
2014
Q2 | – | Sell |
-1,989
| Closed | -$8K | – | 2840 |
|
|
2014
Q1 | $8K | Hold |
1,989
| – | – | ﹤0.01% | 1982 |
|
|
2013
Q4 | $9K | Hold |
1,989
| – | – | ﹤0.01% | 1800 |
|
|
2013
Q3 | $10K | Sell |
1,989
-107
| -5% | -$480 | ﹤0.01% | 1715 |
|
|
2013
Q2 | $9K | Buy |
+2,096
| New | +$8.03K | ﹤0.01% | 1717 |
|
