CWP
Concord Wealth Partners’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21
| Closed | -$4.65K | – | 920 |
|
|
2023
Q4 | $4.65K | Hold |
21
| – | – | ﹤0.01% | 644 |
|
|
2023
Q3 | $3.27K | Buy |
21
+5
| +31% | +$778 | ﹤0.01% | 788 |
|
|
2023
Q2 | $2.34K | Hold |
16
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $1.87K | Hold |
16
| – | – | ﹤0.01% | 825 |
|
|
2022
Q4 | $1.79K | Buy |
+16
| New | +$1.79K | ﹤0.01% | 961 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1208 |
|
|
2022
Q2 | $1K | Sell |
4
-233
| -98% | -$58.3K | ﹤0.01% | 1214 |
|
|
2022
Q1 | $57K | Sell |
237
-11
| -4% | -$2.65K | 0.01% | 408 |
|
|
2021
Q4 | $80K | Buy |
248
+172
| +226% | +$55.5K | 0.02% | 345 |
|
|
2021
Q3 | $20K | Sell |
76
-121
| -61% | -$31.8K | 0.01% | 373 |
|
|
2021
Q2 | $43K | Buy |
197
+191
| +3,183% | +$41.7K | 0.01% | 379 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 973 |
|