Geneos Wealth Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 3154 |
|
|
2021
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1857 |
|
|
2020
Q1 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 1913 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$7K | – | 2594 |
|
|
2019
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 1856 |
|
|
2018
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 1857 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 1824 |
|
|
2018
Q2 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1617 |
|