Financial Advocates Investment Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,057
| Closed | -$216K | – | 878 |
|
|
2022
Q3 | $216K | Buy |
5,057
+3,421
| +209% | +$146K | 0.02% | 650 |
|
|
2022
Q2 | $245K | Buy |
1,636
+52
| +3% | +$7.79K | 0.02% | 563 |
|
|
2022
Q1 | $382K | Buy |
1,584
+307
| +24% | +$74K | 0.03% | 511 |
|
|
2021
Q4 | $410K | Buy |
1,277
+340
| +36% | +$109K | 0.03% | 534 |
|
|
2021
Q3 | $246K | Buy |
+937
| New | +$246K | 0.02% | 654 |
|
|
2021
Q2 | – | Sell |
-1,341
| Closed | -$230K | – | 826 |
|
|
2021
Q1 | $230K | Buy |
+1,341
| New | +$230K | 0.02% | 668 |
|