Financial Synergies Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$159 | – | 564 |
|
|
2023
Q4 | $159 | Buy |
+25
| New | +$159 | ﹤0.01% | 445 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$159 | – | 512 |
|
|
2022
Q4 | $159 | Hold |
25
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $185 | Buy |
25
+2
| +9% | +$15 | ﹤0.01% | 451 |
|
|
2022
Q2 | $206 | Buy |
+23
| New | +$206 | ﹤0.01% | 471 |
|