Realta Investment Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,871
| Closed | -$360K | – | 788 |
|
2024
Q2 | $360K | Buy |
1,871
+316
| +20% | +$60.7K | 0.07% | 284 |
|
2024
Q1 | $300K | Buy |
+1,555
| New | +$300K | 0.06% | 317 |
|
2021
Q2 | – | Sell |
-1,411
| Closed | -$242K | – | 411 |
|
2021
Q1 | $242K | Sell |
1,411
-14
| -1% | -$2.4K | 0.06% | 317 |
|
2020
Q4 | $285K | Hold |
1,425
| – | – | 0.08% | 257 |
|
2020
Q3 | $200K | Buy |
+1,425
| New | +$200K | 0.07% | 288 |
|