BDO Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$2.92K | – | 1069 |
|
|
2023
Q1 | $2.92K | Hold |
25
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $2.8K | Hold |
25
| – | – | ﹤0.01% | 830 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 830 |
|
|
2022
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 803 |
|
|
2021
Q4 | $8K | Sell |
25
-25
| -50% | -$8K | ﹤0.01% | 769 |
|
|
2021
Q3 | $13K | Sell |
50
-25
| -33% | -$6.5K | ﹤0.01% | 691 |
|
|
2021
Q2 | $16K | Sell |
75
-10
| -12% | -$2.13K | ﹤0.01% | 681 |
|
|
2021
Q1 | $15K | Buy |
85
+10
| +13% | +$1.77K | ﹤0.01% | 668 |
|
|
2020
Q4 | $15K | Sell |
75
-35
| -32% | -$7K | ﹤0.01% | 510 |
|
|
2020
Q3 | $15K | Hold |
110
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $12K | Sell |
110
-110
| -50% | -$12K | ﹤0.01% | 486 |
|
|
2020
Q1 | $13K | Buy |
+220
| New | +$13K | ﹤0.01% | 516 |
|
|
2019
Q3 | – | Sell |
-41
| Closed | -$3K | – | 660 |
|
|
2019
Q2 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 572 |
|