Caliber Wealth Management (Utah)’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.96M | Sell |
15,364
-372
| -2% | -$71.7K | 1.57% | 24 |
|
|
2023
Q4 | $3.49M | Sell |
15,736
-1,588
| -9% | -$352K | 2.05% | 11 |
|
|
2023
Q3 | $2.7M | Buy |
17,324
+1,367
| +9% | +$213K | 1.81% | 13 |
|
|
2023
Q2 | $2.33M | Buy |
+15,957
| New | +$2.33M | 1.56% | 21 |
|
|
2022
Q2 | – | Sell |
-7,631
| Closed | -$1.84M | – | 74 |
|
|
2022
Q1 | $1.84M | Buy |
7,631
+578
| +8% | +$139K | 1.17% | 40 |
|
|
2021
Q4 | $1.8M | Buy |
7,053
+800
| +13% | +$204K | 1.24% | 42 |
|
|
2021
Q3 | $1.88M | Buy |
6,253
+333
| +6% | +$100K | 1.33% | 35 |
|
|
2021
Q2 | $1.28M | Buy |
5,920
+460
| +8% | +$99.4K | 0.91% | 46 |
|
|
2021
Q1 | $937K | Buy |
5,460
+4,453
| +442% | +$764K | 0.68% | 50 |
|
|
2020
Q4 | $201K | Buy |
+1,007
| New | +$201K | 0.2% | 70 |
|