Avitas Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,514
| Closed | -$249K | – | 207 |
|
|
2022
Q3 | $249K | Buy |
1,514
+114
| +8% | +$18.7K | 0.06% | 169 |
|
|
2022
Q2 | $209K | Sell |
1,400
-3,563
| -72% | -$532K | 0.05% | 181 |
|
|
2022
Q1 | $1.2M | Sell |
4,963
-3,404
| -41% | -$821K | 0.22% | 115 |
|
|
2021
Q4 | $2.69M | Sell |
8,367
-1,591
| -16% | -$511K | 0.45% | 83 |
|
|
2021
Q3 | $2.61M | Sell |
9,958
-126
| -1% | -$33K | 0.48% | 83 |
|
|
2021
Q2 | $2.18M | Buy |
10,084
+241
| +2% | +$52.1K | 0.39% | 101 |
|
|
2021
Q1 | $1.69M | Sell |
9,843
-8,366
| -46% | -$1.44M | 0.33% | 109 |
|
|
2020
Q4 | $3.64M | Buy |
18,209
+7,167
| +65% | +$1.43M | 0.74% | 36 |
|
|
2020
Q3 | $1.55M | Buy |
11,042
+3,729
| +51% | +$524K | 0.43% | 95 |
|
|
2020
Q2 | $801K | Buy |
+7,313
| New | +$801K | 0.27% | 110 |
|
|
2020
Q1 | – | Sell |
-31,940
| Closed | -$1.49M | – | 179 |
|
|
2019
Q4 | $1.49M | Buy |
31,940
+10,581
| +50% | +$492K | 0.38% | 94 |
|
|
2019
Q3 | $1.01M | Buy |
+21,359
| New | +$1.01M | 0.28% | 104 |
|