Circle Wealth Management’s Zscaler ZS Stock Holding History

Circle Wealth Management’s Portfolio ZS Stock Details ZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$2.45M	Buy
2022 Q2	$2.23M	Sell
2022 Q1	$5.65M	Buy
2021 Q4	$3.19M	Sell
2021 Q3	$2.6M	Buy
2021 Q2	$1.63M	Buy