CPA
Clear Perspective Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $736K | Sell |
2,290
-10
| -0.4% | -$3.21K | 0.22% | 74 |
|
|
2021
Q3 | $603K | Sell |
2,300
-25
| -1% | -$6.55K | 0.21% | 79 |
|
|
2021
Q2 | $502K | Sell |
2,325
-170
| -7% | -$36.7K | 0.17% | 89 |
|
|
2021
Q1 | $428K | Sell |
2,495
-6
| -0.2% | -$1.03K | 0.17% | 97 |
|
|
2020
Q4 | $499K | Sell |
2,501
-76
| -3% | -$15.2K | 0.2% | 88 |
|
|
2020
Q3 | $328 | Buy |
+2,577
| New | +$328 | 0.15% | 107 |
|
|
2019
Q4 | – | Sell |
-1,050
| Closed | -$80K | – | 157 |
|
|
2019
Q3 | $80K | Hold |
1,050
| – | – | 0.04% | 135 |
|
|
2019
Q2 | $80K | Buy |
+1,050
| New | +$80K | 0.05% | 150 |
|