Clearstead Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
1,482
+342
| +30% | +$107K | 0.01% | 629 |
|
|
2025
Q1 | $226K | Buy |
1,140
+332
| +41% | +$65.8K | ﹤0.01% | 792 |
|
|
2024
Q4 | $146K | Sell |
808
-115
| -12% | -$20.7K | ﹤0.01% | 927 |
|
|
2024
Q3 | $158K | Sell |
923
-63
| -6% | -$10.8K | ﹤0.01% | 919 |
|
|
2024
Q2 | $189K | Buy |
986
+418
| +74% | +$80.3K | ﹤0.01% | 832 |
|
|
2024
Q1 | $99.4K | Buy |
568
+214
| +60% | +$37.5K | ﹤0.01% | 611 |
|
|
2023
Q4 | $78.4K | Buy |
+354
| New | +$78.4K | ﹤0.01% | 634 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$3K | – | 1468 |
|
|
2022
Q1 | $3K | Sell |
11
-30
| -73% | -$8.18K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $13K | Buy |
41
+26
| +173% | +$8.24K | ﹤0.01% | 899 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 940 |
|
|
2020
Q4 | $3K | Buy |
15
+5
| +50% | +$1K | ﹤0.01% | 869 |
|
|
2020
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 865 |
|