B. Riley 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
Q2 | $217 | Sell |
1,454
-507
| -26% | -$76 | ﹤0.01% | 638 |
|
|
2022
Q1 | $473K | Buy |
1,961
+248
| +14% | +$59.8K | 0.04% | 337 |
|
|
2021
Q4 | $550K | Buy |
1,713
+47
| +3% | +$15.1K | 0.04% | 324 |
|
|
2021
Q3 | $437K | Buy |
1,666
+546
| +49% | +$143K | 0.03% | 371 |
|
|
2021
Q2 | $242K | Sell |
1,120
-130
| -10% | -$28.1K | 0.03% | 348 |
|
|
2021
Q1 | $215K | Buy |
+1,250
| New | +$215K | 0.03% | 357 |
|
|
2020
Q4 | – | Sell |
-1,525
| Closed | -$215K | – | 476 |
|
|
2020
Q3 | $215K | Buy |
+1,525
| New | +$215K | 0.03% | 350 |
|
|
2019
Q4 | – | Sell |
-5,440
| Closed | -$257K | – | 443 |
|
|
2019
Q3 | $257K | Sell |
5,440
-1,210
| -18% | -$57.2K | 0.04% | 304 |
|
|
2019
Q2 | $510 | Buy |
6,650
+211
| +3% | +$16 | 0.08% | 204 |
|
|
2019
Q1 | $457K | Buy |
+6,439
| New | +$457K | 0.08% | 218 |
|