CWA
CJM Wealth Advisers’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,835
| Closed | -$214K | – | 59 |
|
|
2023
Q1 | $214K | Hold |
1,835
| – | – | 0.12% | 55 |
|
|
2022
Q4 | $205K | Hold |
1,835
| – | – | 0.13% | 54 |
|
|
2022
Q3 | $302K | Hold |
1,835
| – | – | 0.21% | 42 |
|
|
2022
Q2 | $274K | Hold |
1,835
| – | – | 0.19% | 44 |
|
|
2022
Q1 | $443K | Hold |
1,835
| – | – | 0.3% | 34 |
|
|
2021
Q4 | $590K | Buy |
+1,835
| New | +$590K | 0.42% | 31 |
|