Frisch Financial 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 |
-1,490
| Closed | -$360K | – | 147 |
|
|
2022
Q1 | $360K | Hold |
1,490
| – | – | 0.12% | 96 |
|
|
2021
Q4 | $479K | Buy |
1,490
+85
| +6% | +$27.3K | 0.15% | 85 |
|
|
2021
Q3 | $368K | Buy |
1,405
+5
| +0.4% | +$1.31K | 0.12% | 93 |
|
|
2021
Q2 | $302K | Buy |
1,400
+150
| +12% | +$32.4K | 0.1% | 114 |
|
|
2021
Q1 | $215K | Buy |
1,250
+100
| +9% | +$17.2K | 0.07% | 140 |
|
|
2020
Q4 | $230K | Buy |
+1,150
| New | +$230K | 0.08% | 112 |
|