Crestwood Advisors Group’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-982
| Closed | -$237K | – | 292 |
|
|
2022
Q1 | $237K | Buy |
+982
| New | +$237K | 0.01% | 256 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$249K | – | 302 |
|
|
2021
Q3 | $249K | Sell |
950
-50
| -5% | -$13.1K | 0.01% | 243 |
|
|
2021
Q2 | $216K | Buy |
+1,000
| New | +$216K | 0.01% | 257 |
|