Capital Advisors Inc’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
-1,263
Closed -$243K 323
2024
Q2
$243K Hold
1,263
0.01% 277
2024
Q1
$243K Buy
+1,263
New +$243K 0.01% 269