NewEdge Wealth’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,376
| Closed | -$113K | – | 572 |
|
|
2022
Q3 | $113K | Sell |
15,376
-3,147
| -17% | -$23.1K | 0.01% | 504 |
|
|
2022
Q2 | $166K | Sell |
18,523
-1,968,542
| -99% | -$17.6M | 0.01% | 535 |
|
|
2022
Q1 | $29.8M | Buy |
1,987,065
+449,508
| +29% | +$6.73M | 1.32% | 17 |
|
|
2021
Q4 | $28.7M | Buy |
1,537,557
+114,021
| +8% | +$2.13M | 1.2% | 17 |
|
|
2021
Q3 | $23.6M | Buy |
1,423,536
+866,550
| +156% | +$14.4M | 1.4% | 16 |
|
|
2021
Q2 | $9.61M | Buy |
+556,986
| New | +$9.61M | 0.73% | 38 |
|