WCM
ZUO
Westerly Capital Management’s Zuora, Inc. ZUO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-103,000
| Closed | -$888K | – | 50 |
|
|
2024
Q3 | $888K | Sell |
103,000
-47,000
| -31% | -$405K | 0.5% | 36 |
|
|
2024
Q2 | $1.49M | Buy |
+150,000
| New | +$1.49M | 0.74% | 35 |
|
|
2023
Q2 | – | Sell |
-250,000
| Closed | -$2.47M | – | 61 |
|
|
2023
Q1 | $2.47M | Sell |
250,000
-100,000
| -29% | -$988K | 1.77% | 26 |
|
|
2022
Q4 | $2.23M | Buy |
+350,000
| New | +$2.23M | 1.75% | 22 |
|