Provenance Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Hold |
580
| – | – | 0.03% | 126 |
|
|
2025
Q1 | $115K | Hold |
580
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $105K | Hold |
580
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $99.1K | Hold |
580
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $111K | Hold |
580
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $112K | Buy |
580
+25
| +5% | +$4.82K | 0.02% | 176 |
|
|
2023
Q4 | $123K | Hold |
555
| – | – | 0.02% | 154 |
|
|
2023
Q3 | $86.4K | Buy |
+555
| New | +$86.4K | 0.01% | 151 |
|