Mayflower 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 |
-1,151
| Closed | -$255K | – | 367 |
|
|
2023
Q4 | $255K | Sell |
1,151
-346
| -23% | -$76.7K | 0.04% | 290 |
|
|
2023
Q3 | $233K | Sell |
1,497
-589
| -28% | -$91.6K | 0.03% | 292 |
|
|
2023
Q2 | $305K | Sell |
2,086
-88
| -4% | -$12.9K | 0.04% | 272 |
|
|
2023
Q1 | $254K | Buy |
2,174
+37
| +2% | +$4.32K | 0.03% | 291 |
|
|
2022
Q4 | $239K | Sell |
2,137
-152
| -7% | -$17K | 0.03% | 297 |
|
|
2022
Q3 | $376K | Buy |
2,289
+21
| +0.9% | +$3.45K | 0.06% | 225 |
|
|
2022
Q2 | $339K | Sell |
2,268
-24
| -1% | -$3.59K | 0.05% | 235 |
|
|
2022
Q1 | $553K | Sell |
2,292
-124
| -5% | -$29.9K | 0.07% | 188 |
|
|
2021
Q4 | $776K | Buy |
2,416
+358
| +17% | +$115K | 0.1% | 139 |
|
|
2021
Q3 | $613K | Buy |
2,058
+432
| +27% | +$129K | 0.08% | 165 |
|
|
2021
Q2 | $351K | Buy |
+1,626
| New | +$351K | 0.05% | 217 |
|