Advisory Research’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,629
Closed -$221K 356
2020
Q1
$221K Sell
3,629
-1,602
-31% -$97.6K 0.02% 265
2019
Q4
$243K Sell
5,231
-15,089
-74% -$701K 0.01% 295
2019
Q3
$960K Sell
20,320
-48,450
-70% -$2.29M 0.05% 194
2019
Q2
$5.27M Sell
68,770
-17,121
-20% -$1.31M 0.1% 125
2019
Q1
$6.09M Buy
85,891
+12,783
+17% +$907K 0.12% 114
2018
Q4
$2.87M Sell
73,108
-67,382
-48% -$2.64M 0.06% 160
2018
Q3
$5.73M Sell
140,490
-30,238
-18% -$1.23M 0.09% 132
2018
Q2
$6.1M Buy
170,728
+12,193
+8% +$436K 0.1% 138
2018
Q1
$4.45M Buy
+158,535
New +$4.45M 0.08% 148