American Trust’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,210
| Closed | -$233K | – | 292 |
|
|
2024
Q2 | $233K | Buy |
1,210
+70
| +6% | +$13.5K | 0.02% | 206 |
|
|
2024
Q1 | $220K | Hold |
1,140
| – | – | 0.02% | 249 |
|
|
2023
Q4 | $253K | Sell |
1,140
-160
| -12% | -$35.5K | 0.02% | 240 |
|
|
2023
Q3 | $202K | Sell |
1,300
-270
| -17% | -$42K | 0.02% | 269 |
|
|
2023
Q2 | $230K | Buy |
+1,570
| New | +$230K | 0.02% | 366 |
|