J.W. Cole Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,772
+6
| +0.2% | +$1.88K | 0.03% | 609 |
|
|
2025
Q1 | $747K | Buy |
3,766
+1,066
| +39% | +$212K | 0.02% | 638 |
|
|
2024
Q4 | $487K | Buy |
2,700
+295
| +12% | +$53.2K | 0.02% | 605 |
|
|
2024
Q3 | $411K | Buy |
2,405
+1,226
| +104% | +$210K | 0.02% | 678 |
|
|
2024
Q2 | $227K | Buy |
+1,179
| New | +$227K | 0.01% | 804 |
|
|
2022
Q1 | – | Sell |
-764
| Closed | -$245K | – | 881 |
|
|
2021
Q4 | $245K | Buy |
+764
| New | +$245K | 0.02% | 722 |
|