Patriot Financial Group Insurance Agency’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,500
| Closed | -$25K | – | 2311 |
|
2021
Q3 | $25K | Hold |
3,500
| – | – | ﹤0.01% | 1124 |
|
2021
Q2 | $25K | Sell |
3,500
-3,000
| -46% | -$21.4K | ﹤0.01% | 1101 |
|
2021
Q1 | $49K | Hold |
6,500
| – | – | 0.01% | 787 |
|
2020
Q4 | $56K | Sell |
6,500
-250
| -4% | -$2.15K | 0.01% | 660 |
|
2020
Q3 | $39K | Hold |
6,750
| – | – | 0.01% | 601 |
|
2020
Q2 | $47K | Buy |
6,750
+250
| +4% | +$1.74K | 0.02% | 537 |
|
2020
Q1 | $28K | Buy |
6,500
+4,750
| +271% | +$20.5K | 0.01% | 577 |
|
2019
Q4 | $12K | Buy |
1,750
+1,000
| +133% | +$6.86K | ﹤0.01% | 805 |
|
2019
Q3 | $5K | Buy |
+750
| New | +$5K | ﹤0.01% | 963 |
|