Valeo Financial Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-39
| Closed | -$1K | – | 1794 |
|
|
2021
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1869 |
|
|
2020
Q1 | – | Sell |
-275
| Closed | -$4K | – | 1896 |
|
|
2019
Q4 | $4K | Hold |
275
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q3 | $4K | Sell |
275
-59
| -18% | -$858 | ﹤0.01% | 1265 |
|
|
2019
Q2 | $5K | Buy |
334
+27
| +9% | +$404 | ﹤0.01% | 1225 |
|
|
2019
Q1 | $6K | Buy |
307
+199
| +184% | +$3.89K | ﹤0.01% | 1116 |
|
|
2018
Q4 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 1326 |
|