JWM
Janiczek Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.31K | Sell |
12
-78
| -87% | -$15K | ﹤0.01% | 843 |
|
|
2024
Q1 | $17.3K | Sell |
90
-1
| -1% | -$193 | ﹤0.01% | 593 |
|
|
2023
Q4 | $20.2K | Buy |
91
+1
| +1% | +$222 | ﹤0.01% | 544 |
|
|
2023
Q3 | $14K | Hold |
90
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $13.2K | Hold |
90
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $9.49K | Buy |
+90
| New | +$9.49K | ﹤0.01% | 579 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$3K | – | 1082 |
|
|
2022
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 751 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 939 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 847 |
|