CWM
Circle Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,925
| Closed | -$2.45M | – | 169 |
|
|
2022
Q3 | $2.45M | Buy |
14,925
+7
| +0% | +$1.15K | 0.4% | 30 |
|
|
2022
Q2 | $2.23M | Sell |
14,918
-5,216
| -26% | -$780K | 0.35% | 33 |
|
|
2022
Q1 | $5.65M | Buy |
20,134
+10,216
| +103% | +$2.87M | 0.74% | 20 |
|
|
2021
Q4 | $3.19M | Sell |
9,918
-5
| -0.1% | -$1.61K | 0.42% | 29 |
|
|
2021
Q3 | $2.6M | Buy |
9,923
+2,400
| +32% | +$629K | 0.38% | 33 |
|
|
2021
Q2 | $1.63M | Buy |
+7,523
| New | +$1.63M | 0.23% | 47 |
|