Glassman Wealth Services’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 |
-631
| Closed | -$5.93K | – | 1927 |
|
|
2023
Q4 | $5.93K | Hold |
631
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q3 | $5.2K | Hold |
631
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q2 | $6.92K | Hold |
631
| – | – | ﹤0.01% | 905 |
|
|
2023
Q1 | $6.23K | Hold |
631
| – | – | ﹤0.01% | 941 |
|
|
2022
Q4 | $4.01K | Buy |
+631
| New | +$4.01K | ﹤0.01% | 1086 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | – | – | 2066 |
|
|
2022
Q1 | $0 | Sell |
29
-28
| -49% | – | ﹤0.01% | 2006 |
|
|
2021
Q4 | $1K | Buy |
57
+28
| +97% | +$491 | ﹤0.01% | 1559 |
|
|
2021
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q2 | $1K | Buy |
29
+4
| +16% | +$138 | ﹤0.01% | 1407 |
|
|
2021
Q1 | $0 | Buy |
25
+13
| +108% | – | ﹤0.01% | 1674 |
|
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1592 |
|
|
2019
Q2 | – | Sell |
-515
| Closed | -$10K | – | 1416 |
|
|
2019
Q1 | $10K | Hold |
515
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $9K | Buy |
515
+175
| +51% | +$3.06K | ﹤0.01% | 375 |
|
|
2018
Q3 | $8K | Buy |
+340
| New | +$8K | ﹤0.01% | 425 |
|