HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-220
| Closed | -$2.07K | – | 616 |
|
|
2023
Q4 | $2.07K | Hold |
220
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $1.81K | Hold |
220
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $2.41K | Hold |
220
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $2.17K | Hold |
220
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $1.4K | Hold |
220
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $2K | Hold |
220
| – | – | ﹤0.01% | 449 |
|
|
2022
Q2 | $2K | Hold |
220
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $3K | Sell |
220
-150
| -41% | -$2.05K | ﹤0.01% | 425 |
|
|
2021
Q4 | $7K | Sell |
370
-250
| -40% | -$4.73K | ﹤0.01% | 327 |
|
|
2021
Q3 | $10K | Sell |
620
-150
| -19% | -$2.42K | 0.01% | 257 |
|
|
2021
Q2 | $13K | Hold |
770
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $11K | Hold |
770
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $11K | Buy |
770
+190
| +33% | +$2.71K | 0.01% | 223 |
|
|
2020
Q3 | $6K | Hold |
580
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $7K | Buy |
580
+80
| +16% | +$966 | 0.01% | 276 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 259 |
|
|
2019
Q4 | $7K | Buy |
+500
| New | +$7K | 0.01% | 262 |
|