Saturna Capital’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,401
| Closed | -$152K | – | 185 |
|
|
2023
Q3 | $152K | Hold |
18,401
| – | – | ﹤0.01% | 170 |
|
|
2023
Q2 | $202K | Hold |
18,401
| – | – | ﹤0.01% | 162 |
|
|
2023
Q1 | $182K | Buy |
+18,401
| New | +$182K | ﹤0.01% | 155 |
|
|
2022
Q4 | – | Sell |
-15,650
| Closed | -$115K | – | 162 |
|
|
2022
Q3 | $115K | Hold |
15,650
| – | – | ﹤0.01% | 155 |
|
|
2022
Q2 | $140K | Hold |
15,650
| – | – | ﹤0.01% | 157 |
|
|
2022
Q1 | $234K | Sell |
15,650
-1,700
| -10% | -$25.4K | ﹤0.01% | 156 |
|
|
2021
Q4 | $324K | Buy |
17,350
+250
| +1% | +$4.67K | 0.01% | 147 |
|
|
2021
Q3 | $284K | Buy |
17,100
+500
| +3% | +$8.3K | 0.01% | 156 |
|
|
2021
Q2 | $286K | Buy |
16,600
+3,600
| +28% | +$62K | 0.01% | 158 |
|
|
2021
Q1 | $192K | Buy |
13,000
+3,000
| +30% | +$44.3K | ﹤0.01% | 163 |
|
|
2020
Q4 | $139K | Hold |
10,000
| – | – | ﹤0.01% | 170 |
|
|
2020
Q3 | $103K | Buy |
+10,000
| New | +$103K | ﹤0.01% | 161 |
|
|
2020
Q1 | – | Sell |
-20,000
| Closed | -$287K | – | 197 |
|
|
2019
Q4 | $287K | Buy |
20,000
+5,000
| +33% | +$71.8K | 0.01% | 165 |
|
|
2019
Q3 | $226K | Buy |
+15,000
| New | +$226K | 0.01% | 177 |
|