Halpern Financial’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$3.73K | – | 250 |
|
|
2024
Q1 | $3.73K | Sell |
20
-33
| -62% | -$6.15K | ﹤0.01% | 186 |
|
|
2023
Q4 | $11.1K | Hold |
53
| – | – | ﹤0.01% | 182 |
|
|
2023
Q3 | $8.25K | Buy |
+53
| New | +$8.25K | ﹤0.01% | 164 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$6.82K | – | 309 |
|
|
2021
Q3 | $6.82K | Hold |
26
| – | – | ﹤0.01% | 201 |
|
|
2021
Q2 | $5.62K | Hold |
26
| – | – | ﹤0.01% | 178 |
|
|
2021
Q1 | $4.46K | Hold |
26
| – | – | ﹤0.01% | 189 |
|
|
2020
Q4 | $5.19K | Hold |
26
| – | – | ﹤0.01% | 163 |
|
|
2020
Q3 | $3.66K | Buy |
+26
| New | +$3.66K | ﹤0.01% | 170 |
|