IWA
Inspirion Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
8,594
-35
| -0.4% | -$11K | 0.36% | 30 |
|
|
2025
Q1 | $1.71M | Hold |
8,629
| – | – | 0.24% | 39 |
|
|
2024
Q4 | $1.59M | Sell |
8,629
-450
| -5% | -$82.8K | 0.22% | 42 |
|
|
2024
Q3 | $1.55M | Sell |
9,079
-26
| -0.3% | -$4.44K | 0.22% | 43 |
|
|
2024
Q2 | $1.75M | Sell |
9,105
-45
| -0.5% | -$8.65K | 0.27% | 40 |
|
|
2024
Q1 | $1.76M | Sell |
9,150
-2,000
| -18% | -$385K | 0.29% | 39 |
|
|
2023
Q4 | $2.37M | Sell |
11,150
-2,520
| -18% | -$535K | 0.43% | 32 |
|
|
2023
Q3 | $2.13M | Buy |
13,670
+50
| +0.4% | +$7.78K | 0.41% | 33 |
|
|
2023
Q2 | $1.99M | Sell |
13,620
-1,390
| -9% | -$203K | 0.38% | 36 |
|
|
2023
Q1 | $1.75M | Buy |
15,010
+25
| +0.2% | +$2.92K | 0.35% | 36 |
|
|
2022
Q4 | $1.68M | Buy |
14,985
+510
| +4% | +$57.1K | 0.36% | 38 |
|
|
2022
Q3 | $2.38M | Buy |
14,475
+363
| +3% | +$59.7K | 0.54% | 29 |
|
|
2022
Q2 | $2.11M | Buy |
14,112
+3,485
| +33% | +$521K | 0.46% | 30 |
|
|
2022
Q1 | $2.56M | Buy |
10,627
+1,247
| +13% | +$301K | 0.52% | 24 |
|
|
2021
Q4 | $3.01M | Buy |
9,380
+7,392
| +372% | +$2.38M | 0.64% | 23 |
|
|
2021
Q3 | $521K | Hold |
1,988
| – | – | 0.12% | 55 |
|
|
2021
Q2 | $430K | Hold |
1,988
| – | – | 0.11% | 60 |
|
|
2021
Q1 | $341K | Sell |
1,988
-10
| -0.5% | -$1.72K | 0.09% | 67 |
|
|
2020
Q4 | $399K | Hold |
1,998
| – | – | 0.11% | 56 |
|
|
2020
Q3 | $281K | Sell |
1,998
-147
| -7% | -$20.7K | 0.1% | 65 |
|
|
2020
Q2 | $235K | Buy |
+2,145
| New | +$235K | 0.09% | 70 |
|