Harvest Group 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
Q1 | – | Sell |
-535
| Closed | -$7K | – | 757 |
|
|
2020
Q4 | $7K | Hold |
535
| – | – | ﹤0.01% | 246 |
|
|
2020
Q3 | $6K | Hold |
535
| – | – | ﹤0.01% | 255 |
|
|
2020
Q2 | $6K | Hold |
535
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $4K | Hold |
535
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $7K | Hold |
535
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $8K | Hold |
535
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $8K | Hold |
535
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $11K | Buy |
+535
| New | +$11K | 0.01% | 231 |
|