BWM
BNC Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,382
| Closed | -$578K | – | 107 |
|
|
2024
Q3 | $578K | Buy |
+3,382
| New | +$578K | 0.21% | 61 |
|
|
2024
Q2 | – | Sell |
-9,938
| Closed | -$1.91M | – | 111 |
|
|
2024
Q1 | $1.91M | Buy |
+9,938
| New | +$1.91M | 0.82% | 37 |
|
|
2021
Q1 | – | Sell |
-6,266
| Closed | -$1.25M | – | 107 |
|
|
2020
Q4 | $1.25M | Sell |
6,266
-5,489
| -47% | -$1.1M | 0.79% | 43 |
|
|
2020
Q3 | $1.65M | Buy |
+11,755
| New | +$1.65M | 1.16% | 24 |
|