Clearstead Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $158K | Sell |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $99.4K | Buy |
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|
2023
Q4 | $78.4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q3 | $1K | Buy |
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