Asset Dedication LLC’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85K | Hold |
25
| – | – | ﹤0.01% | 851 |
|
|
2025
Q1 | $4.96K | Hold |
25
| – | – | ﹤0.01% | 856 |
|
|
2024
Q4 | $4.51K | Sell |
25
-50
| -67% | -$9.02K | ﹤0.01% | 875 |
|
|
2024
Q3 | $12.8K | Sell |
75
-129
| -63% | -$22.1K | ﹤0.01% | 765 |
|
|
2024
Q2 | $39.2K | Buy |
204
+166
| +437% | +$31.9K | ﹤0.01% | 531 |
|
|
2024
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $8K | Buy |
38
+28
| +280% | +$5.9K | ﹤0.01% | 726 |
|
|
2023
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 916 |
|
|
2023
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 946 |
|
|
2021
Q4 | – | Sell |
-11
| Closed | -$3K | – | 1052 |
|
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 892 |
|