Laird Norton Wetherby Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-563
| Closed | -$108K | – | 948 |
|
|
2024
Q2 | $108K | Buy |
563
+23
| +4% | +$4.42K | 0.01% | 892 |
|
|
2024
Q1 | $104K | Buy |
540
+7
| +1% | +$1.35K | 0.01% | 930 |
|
|
2023
Q4 | $118K | Buy |
+533
| New | +$118K | 0.01% | 877 |
|
|
2023
Q3 | – | Sell |
-603
| Closed | -$88.2K | – | 963 |
|
|
2023
Q2 | $88.2K | Buy |
+603
| New | +$88.2K | ﹤0.01% | 916 |
|
|
2022
Q4 | – | Sell |
-1,463
| Closed | -$240K | – | 945 |
|
|
2022
Q3 | $240K | Buy |
1,463
+424
| +41% | +$69.6K | 0.02% | 734 |
|
|
2022
Q2 | $155K | Sell |
1,039
-202
| -16% | -$30.1K | 0.01% | 836 |
|
|
2022
Q1 | $299K | Sell |
1,241
-62
| -5% | -$14.9K | 0.02% | 712 |
|
|
2021
Q4 | $419K | Sell |
1,303
-71
| -5% | -$22.8K | 0.02% | 584 |
|
|
2021
Q3 | $360K | Buy |
1,374
+284
| +26% | +$74.4K | 0.02% | 620 |
|
|
2021
Q2 | $236K | Buy |
+1,090
| New | +$236K | 0.01% | 789 |
|
|
2021
Q1 | – | Sell |
-1,098
| Closed | -$219K | – | 885 |
|
|
2020
Q4 | $219K | Buy |
+1,098
| New | +$219K | 0.01% | 774 |
|