Lake Street Private Wealth’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $645K | Sell |
2,055
-460
| -18% | -$144K | 0.09% | 133 |
|
2025
Q1 | $499K | Sell |
2,515
-460
| -15% | -$91.3K | 0.08% | 154 |
|
2024
Q4 | $537K | Sell |
2,975
-555
| -16% | -$100K | 0.09% | 144 |
|
2024
Q3 | $603K | Sell |
3,530
-2,783
| -44% | -$476K | 0.1% | 146 |
|
2024
Q2 | $1.21M | Buy |
6,313
+2,277
| +56% | +$438K | 0.16% | 131 |
|
2024
Q1 | $777K | Buy |
+4,036
| New | +$777K | 0.11% | 167 |
|