Lee Financial’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16
| Closed | -$3.55K | – | 845 |
|
2023
Q4 | $3.55K | Buy |
+16
| New | +$3.55K | ﹤0.01% | 617 |
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.68K | – | 971 |
|
2022
Q4 | $1.68K | Hold |
15
| – | – | ﹤0.01% | 727 |
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 721 |
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 752 |
|
2020
Q4 | – | Sell |
-500
| Closed | -$70K | – | 560 |
|
2020
Q3 | $70K | Hold |
500
| – | – | 0.02% | 184 |
|
2020
Q2 | $55K | Buy |
+500
| New | +$55K | 0.02% | 194 |
|