CreativeOne Wealth’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Buy |
4,960
+2,566
| +107% | +$806K | 0.04% | 409 |
|
2025
Q1 | $475K | Buy |
2,394
+4
| +0.2% | +$794 | 0.01% | 704 |
|
2024
Q4 | $431K | Buy |
+2,390
| New | +$431K | 0.01% | 742 |
|
2024
Q2 | – | Sell |
-1,461
| Closed | -$281K | – | 937 |
|
2024
Q1 | $281K | Sell |
1,461
-75
| -5% | -$14.4K | 0.01% | 739 |
|
2023
Q4 | $340K | Sell |
1,536
-326
| -18% | -$72.2K | 0.02% | 464 |
|
2023
Q3 | $290K | Sell |
1,862
-397
| -18% | -$61.8K | 0.02% | 448 |
|
2023
Q2 | $331K | Sell |
2,259
-226
| -9% | -$33.1K | 0.02% | 616 |
|
2023
Q1 | $290K | Buy |
2,485
+21
| +0.9% | +$2.45K | 0.01% | 647 |
|
2022
Q4 | $276K | Buy |
2,464
+57
| +2% | +$6.39K | 0.02% | 597 |
|
2022
Q3 | $396K | Buy |
2,407
+126
| +6% | +$20.7K | 0.02% | 462 |
|
2022
Q2 | $341K | Sell |
2,281
-499
| -18% | -$74.6K | 0.02% | 509 |
|
2022
Q1 | $670K | Buy |
2,780
+824
| +42% | +$199K | 0.03% | 357 |
|
2021
Q4 | $629K | Buy |
1,956
+196
| +11% | +$63K | 0.03% | 396 |
|
2021
Q3 | $461K | Buy |
1,760
+350
| +25% | +$91.7K | 0.03% | 423 |
|
2021
Q2 | $304K | Buy |
+1,410
| New | +$304K | 0.02% | 531 |
|