Steward Partners Investment Advisory’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 |
-2,000
| Closed | -$16.5K | – | 3595 |
|
|
2023
Q3 | $16.5K | Buy |
+2,000
| New | +$16.5K | ﹤0.01% | 2406 |
|
|
2021
Q2 | – | Sell |
-180
| Closed | -$2.66K | – | 7453 |
|
|
2021
Q1 | $2.66K | Buy |
+180
| New | +$2.66K | ﹤0.01% | 3169 |
|
|
2020
Q3 | – | Sell |
-700
| Closed | -$9K | – | 2875 |
|
|
2020
Q2 | $9K | Buy |
700
+400
| +133% | +$5.14K | ﹤0.01% | 2100 |
|
|
2020
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2336 |
|
|
2019
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 2325 |
|
|
2019
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2326 |
|
|
2019
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 2310 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$7K | – | 2248 |
|
|
2018
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 2036 |
|