Cary Street Partners Investment Advisory’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Buy |
+49
| New | +$15.4K | 0.01% | 501 |
|
|
2024
Q3 | – | Sell |
-1,373
| Closed | -$264K | – | 793 |
|
|
2024
Q2 | $264K | Buy |
+1,373
| New | +$264K | 0.01% | 631 |
|
|
2023
Q4 | – | Sell |
-475
| Closed | -$73.9K | – | 1828 |
|
|
2023
Q3 | $73.9K | Hold |
475
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $69.5K | Hold |
475
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $55.5K | Buy |
475
+25
| +6% | +$2.92K | ﹤0.01% | 715 |
|
|
2022
Q4 | $50.4K | Buy |
+450
| New | +$50.4K | ﹤0.01% | 742 |
|