BWM
BerganKDV Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 1119 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1119 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 996 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 913 |
|