Arete Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
+2,069
| New | +$647K | 0.05% | 344 |
|
|
2022
Q4 | – | Sell |
-1,244
| Closed | -$204K | – | 717 |
|
|
2022
Q3 | $204K | Buy |
+1,244
| New | +$204K | 0.02% | 515 |
|
|
2022
Q1 | – | Sell |
-652
| Closed | -$205K | – | 560 |
|
|
2021
Q4 | $205K | Buy |
+652
| New | +$205K | 0.02% | 477 |
|