Loring Wolcott & Coolidge Fiduciary Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-160
| Closed | -$2K | – | 617 |
|
|
2020
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 639 |
|
|
2019
Q4 | $2K | Hold |
160
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $2K | Buy |
160
+80
| +100% | +$1K | ﹤0.01% | 653 |
|
|
2019
Q2 | $1K | Buy |
80
+30
| +60% | +$375 | ﹤0.01% | 702 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 694 |
|