GW & Wade’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $457K | Buy |
2,061
+269
| +15% | +$59.6K | 0.01% | 302 |
|
|
2023
Q3 | $279K | Sell |
1,792
-234
| -12% | -$36.4K | 0.01% | 336 |
|
|
2023
Q2 | $296K | Buy |
2,026
+234
| +13% | +$34.2K | 0.01% | 325 |
|
|
2023
Q1 | $209K | Sell |
1,792
-2,036
| -53% | -$237K | 0.01% | 356 |
|
|
2022
Q4 | $428K | Sell |
3,828
-69
| -2% | -$7.72K | 0.02% | 273 |
|
|
2022
Q3 | $641K | Hold |
3,897
| – | – | 0.03% | 215 |
|
|
2022
Q2 | $583K | Buy |
3,897
+32
| +0.8% | +$4.79K | 0.03% | 234 |
|
|
2022
Q1 | $933K | Sell |
3,865
-2
| -0.1% | -$483 | 0.04% | 189 |
|
|
2021
Q4 | $1.24M | Sell |
3,867
-64
| -2% | -$20.6K | 0.05% | 174 |
|
|
2021
Q3 | $1.03M | Buy |
3,931
+39
| +1% | +$10.2K | 0.05% | 189 |
|
|
2021
Q2 | $841K | Hold |
3,892
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $668K | Buy |
3,892
+49
| +1% | +$8.41K | 0.04% | 194 |
|
|
2020
Q4 | $767K | Buy |
3,843
+162
| +4% | +$32.3K | 0.05% | 162 |
|
|
2020
Q3 | $518K | Buy |
3,681
+800
| +28% | +$113K | 0.04% | 149 |
|
|
2020
Q2 | $315K | Buy |
+2,881
| New | +$315K | 0.03% | 185 |
|