MWM
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Mascoma Wealth Management’s Zscaler ZS Stock Holding History

Mascoma Wealth Management’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-97
Closed -$8.74K – 597
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 +$30.5K 0.01% 276
2019
Q3 		– Sell
-2,000
Closed -$153K – 354
2019
Q2 		$153K Hold
2,000
– – 0.1% 90
2019
Q1 		$142K Buy
2,000
+1,000
+100% +$53.1K 0.1% 83
2018
Q4 		$39K Buy
+1,000
New +$37.8K 0.03% 158

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WCM
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CIP
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American Century Companies
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return