Mascoma Wealth Management’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-97
| Closed | -$8.74K | – | 688 |
|
|
2023
Q1 | $8.74K | Hold |
97
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $10.9K | Hold |
97
| – | – | ﹤0.01% | 396 |
|
|
2022
Q3 | $16K | Hold |
97
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $15K | Hold |
97
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $23K | Hold |
97
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $31K | Buy |
+97
| New | +$31K | 0.01% | 276 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$153K | – | 357 |
|
|
2019
Q2 | $153K | Hold |
2,000
| – | – | 0.1% | 90 |
|
|
2019
Q1 | $142K | Buy |
2,000
+1,000
| +100% | +$71K | 0.1% | 83 |
|
|
2018
Q4 | $39K | Buy |
+1,000
| New | +$39K | 0.03% | 158 |
|