P.J. Schmidt Investment Management (PJS)’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,773
| Closed | -$310K | – | 187 |
|
|
2022
Q4 | $310K | Sell |
2,773
-113
| -4% | -$12.6K | 0.07% | 132 |
|
|
2022
Q3 | $434K | Sell |
2,886
-93
| -3% | -$14K | 0.1% | 109 |
|
|
2022
Q2 | $493K | Sell |
2,979
-283
| -9% | -$46.8K | 0.11% | 108 |
|
|
2022
Q1 | $661K | Sell |
3,262
-191
| -6% | -$38.7K | 0.15% | 102 |
|
|
2021
Q4 | $888K | Sell |
3,453
-4
| -0.1% | -$1.03K | 0.18% | 92 |
|
|
2021
Q3 | $1.09M | Sell |
3,457
-10
| -0.3% | -$3.15K | 0.21% | 79 |
|
|
2021
Q2 | $828K | Buy |
3,467
+43
| +1% | +$10.3K | 0.17% | 97 |
|
|
2021
Q1 | $641K | Buy |
3,424
+160
| +5% | +$30K | 0.13% | 106 |
|
|
2020
Q4 | $652K | Buy |
3,264
+856
| +36% | +$171K | 0.15% | 100 |
|
|
2020
Q3 | $358K | Buy |
+2,408
| New | +$358K | 0.09% | 117 |
|