EFS
Essex Financial Services’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,318
-616
| -32% | -$193K | 0.03% | 449 |
|
|
2025
Q1 | $384K | Sell |
1,934
-104
| -5% | -$20.6K | 0.03% | 436 |
|
|
2024
Q4 | $368K | Buy |
2,038
+284
| +16% | +$51.2K | 0.03% | 441 |
|
|
2024
Q3 | $327K | Buy |
1,754
+12
| +0.7% | +$2.23K | 0.02% | 467 |
|
|
2024
Q2 | $299K | Buy |
1,742
+106
| +6% | +$18.2K | 0.02% | 477 |
|
|
2024
Q1 | $315K | Buy |
1,636
+38
| +2% | +$7.32K | 0.03% | 407 |
|
|
2023
Q4 | $354K | Buy |
+1,598
| New | +$354K | 0.04% | 365 |
|