Perigon Wealth Management’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 |
-5,004
| Closed | -$1.11M | – | 932 |
|
|
2023
Q4 | $1.11M | Buy |
+5,004
| New | +$1.11M | 0.04% | 319 |
|
|
2022
Q1 | – | Sell |
-653
| Closed | -$210K | – | 650 |
|
|
2021
Q4 | $210K | Buy |
+653
| New | +$210K | 0.02% | 549 |
|
|
2021
Q1 | – | Sell |
-757
| Closed | -$151K | – | 1053 |
|
|
2020
Q4 | $151K | Buy |
+757
| New | +$151K | 0.02% | 458 |
|