Beacon Investment Advisory Services’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,037
| Closed | -$230K | – | 281 |
|
|
2023
Q4 | $230K | Sell |
1,037
-972
| -48% | -$215K | 0.01% | 249 |
|
|
2023
Q3 | $313K | Sell |
2,009
-1,078
| -35% | -$168K | 0.02% | 229 |
|
|
2023
Q2 | $452K | Sell |
3,087
-1,392
| -31% | -$204K | 0.02% | 207 |
|
|
2023
Q1 | $523K | Sell |
4,479
-92
| -2% | -$10.7K | 0.03% | 181 |
|
|
2022
Q4 | $511K | Sell |
4,571
-66
| -1% | -$7.39K | 0.03% | 186 |
|
|
2022
Q3 | $762K | Buy |
4,637
+240
| +5% | +$39.4K | 0.04% | 159 |
|
|
2022
Q2 | $657K | Sell |
4,397
-79
| -2% | -$11.8K | 0.03% | 172 |
|
|
2022
Q1 | $1.08M | Sell |
4,476
-152
| -3% | -$36.7K | 0.05% | 155 |
|
|
2021
Q4 | $1.49M | Buy |
4,628
+321
| +7% | +$103K | 0.06% | 145 |
|
|
2021
Q3 | $1.13M | Buy |
4,307
+229
| +6% | +$60K | 0.05% | 159 |
|
|
2021
Q2 | $881K | Buy |
4,078
+1,012
| +33% | +$219K | 0.04% | 176 |
|
|
2021
Q1 | $526K | Buy |
3,066
+1,736
| +131% | +$298K | 0.02% | 199 |
|
|
2020
Q4 | $266K | Buy |
+1,330
| New | +$266K | 0.01% | 241 |
|