Beaird Harris Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$8.07K | – | 745 |
|
|
2024
Q2 | $8.07K | Buy |
42
+10
| +31% | +$1.92K | ﹤0.01% | 397 |
|
|
2024
Q1 | $6.17K | Hold |
32
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $7.09K | Hold |
32
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $4.98K | Buy |
32
+10
| +45% | +$1.56K | ﹤0.01% | 306 |
|
|
2023
Q2 | $3.22K | Buy |
22
+10
| +83% | +$1.46K | ﹤0.01% | 347 |
|
|
2023
Q1 | $1.4K | Hold |
12
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $1.34K | Sell |
12
-6
| -33% | -$672 | ﹤0.01% | 623 |
|
|
2022
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 387 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$4K | – | 642 |
|
|
2022
Q1 | $4K | Buy |
18
+6
| +50% | +$1.33K | ﹤0.01% | 468 |
|
|
2021
Q4 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 511 |
|