IFP Advisors’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-800
| Closed | -$6K | – | 3541 |
|
|
2021
Q3 | $6K | Hold |
800
| – | – | ﹤0.01% | 2519 |
|
|
2021
Q2 | $6K | Hold |
800
| – | – | ﹤0.01% | 2433 |
|
|
2021
Q1 | $6K | Hold |
800
| – | – | ﹤0.01% | 2384 |
|
|
2020
Q4 | $7K | Hold |
800
| – | – | ﹤0.01% | 2220 |
|
|
2020
Q3 | $5K | Hold |
800
| – | – | ﹤0.01% | 2212 |
|
|
2020
Q2 | $5K | Hold |
800
| – | – | ﹤0.01% | 2125 |
|
|
2020
Q1 | $4K | Hold |
800
| – | – | ﹤0.01% | 2195 |
|
|
2019
Q4 | $5K | Buy |
800
+200
| +33% | +$1.38K | ﹤0.01% | 2216 |
|
|
2019
Q3 | $4K | Buy |
+600
| New | +$5K | ﹤0.01% | 2471 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$3K | – | 3697 |
|
|
2018
Q4 | $3K | Hold |
600
| – | – | ﹤0.01% | 3093 |
|
|
2018
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 3473 |
|
|
2018
Q2 | $3K | Hold |
600
| – | – | ﹤0.01% | 3526 |
|
|
2018
Q1 | $3K | Hold |
600
| – | – | ﹤0.01% | 3434 |
|
|
2017
Q4 | $3K | Hold |
600
| – | – | ﹤0.01% | 3485 |
|
|
2017
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 3668 |
|
|
2017
Q2 | $3K | Buy |
+600
| New | +$3.37K | ﹤0.01% | 3660 |
|
|
2016
Q3 | – | Sell |
-468
| Closed | -$2K | – | 4112 |
|
|
2016
Q2 | $2K | Buy |
+468
| New | +$1.82K | ﹤0.01% | 3525 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$1K | – | 3687 |
|
|
2015
Q4 | $1K | Buy |
+150
| New | +$769 | ﹤0.01% | 3609 |
|
