Level Financial Advisors’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 |
-200
| Closed | -$44.3K | – | 277 |
|
|
2023
Q4 | $44.3K | Hold |
200
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $31.1K | Hold |
200
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $29.3K | Buy |
200
+50
| +33% | +$7.32K | 0.02% | 132 |
|
|
2023
Q1 | $17.5K | Buy |
150
+50
| +50% | +$5.84K | 0.01% | 144 |
|
|
2022
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 162 |
|