J.P. Morgan Private Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.41M | Sell |
28,351
-93
| -0.3% | -$14.5K | 0.01% | 531 |
|
|
2023
Q2 | $4.16M | Buy |
28,444
+19,683
| +225% | +$2.88M | 0.02% | 371 |
|
|
2023
Q1 | $1.02M | Sell |
8,761
-20,121
| -70% | -$2.35M | ﹤0.01% | 1153 |
|
|
2022
Q4 | $3.23M | Sell |
28,882
-365
| -1% | -$40.8K | 0.01% | 697 |
|
|
2022
Q3 | $4.81M | Buy |
29,247
+1,095
| +4% | +$180K | 0.01% | 568 |
|
|
2022
Q2 | $4.21M | Sell |
28,152
-275
| -1% | -$41.1K | 0.01% | 616 |
|
|
2022
Q1 | $6.86M | Sell |
28,427
-65
| -0.2% | -$15.7K | 0.01% | 529 |
|
|
2021
Q4 | $9.16M | Buy |
28,492
+3,778
| +15% | +$1.21M | 0.02% | 454 |
|
|
2021
Q3 | $6.48M | Buy |
24,714
+20,383
| +471% | +$5.35M | 0.02% | 531 |
|
|
2021
Q2 | $936K | Buy |
4,331
+1,738
| +67% | +$376K | ﹤0.01% | 1230 |
|
|
2021
Q1 | $445K | Sell |
2,593
-2,352
| -48% | -$404K | ﹤0.01% | 1362 |
|
|
2020
Q4 | $988K | Buy |
4,945
+439
| +10% | +$87.7K | ﹤0.01% | 1015 |
|
|
2020
Q3 | $634K | Buy |
4,506
+2,198
| +95% | +$309K | ﹤0.01% | 1060 |
|
|
2020
Q2 | $253K | Buy |
+2,308
| New | +$253K | ﹤0.01% | 1379 |
|
|
2019
Q3 | – | Sell |
-222,175
| Closed | -$17M | – | 1484 |
|
|
2019
Q2 | $17M | Sell |
222,175
-221,475
| -50% | -$17M | 0.09% | 206 |
|
|
2019
Q1 | $31.5M | Sell |
443,650
-2,113
| -0.5% | -$150K | 0.16% | 138 |
|
|
2018
Q4 | $17.5M | Buy |
445,763
+3,231
| +0.7% | +$127K | 0.11% | 190 |
|
|
2018
Q3 | $18M | Buy |
+442,532
| New | +$18M | 0.09% | 215 |
|