Perennial Investment Advisors’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,000
Closed -$241K 227
2022
Q1
$241K Sell
1,000
-1,010
-50% -$243K 0.08% 183
2021
Q4
$645K Buy
2,010
+918
+84% +$295K 0.2% 96
2021
Q3
$287K Buy
1,092
+60
+6% +$15.8K 0.1% 167
2021
Q2
$223K Sell
1,032
-158
-13% -$34.1K 0.08% 192
2021
Q1
$204K Buy
+1,190
New +$204K 0.08% 188