Next Financial Group’s Zscaler ZS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$673K Sell
2,093
-43
-2% -$13.8K 0.04% 429
2021
Q3
$560K Buy
2,136
+504
+31% +$132K 0.04% 420
2021
Q2
$353K Sell
1,632
-172
-10% -$37.2K 0.03% 601
2021
Q1
$310K Buy
1,804
+533
+42% +$91.6K 0.03% 620
2020
Q4
$254K Buy
1,271
+1,128
+789% +$225K 0.02% 630
2020
Q3
$20K Buy
+143
New +$20K ﹤0.01% 1413
2020
Q2
Sell
-548
Closed -$33K 1935
2020
Q1
$33K Buy
+548
New +$33K ﹤0.01% 1118
2019
Q4
Sell
-44
Closed -$2K 2554
2019
Q3
$2K Hold
44
﹤0.01% 2161
2019
Q2
$3K Hold
44
﹤0.01% 2053
2019
Q1
$3K Buy
+44
New +$3K ﹤0.01% 1408