RPg Family Wealth Advisory’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 |
-240
| Closed | -$57.9K | – | 334 |
|
|
2022
Q1 | $57.9K | Hold |
240
| – | – | 0.02% | 150 |
|
|
2021
Q4 | $77.1K | Sell |
240
-360
| -60% | -$116K | 0.03% | 143 |
|
|
2021
Q3 | $157K | Hold |
600
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $130K | Buy |
+600
| New | +$130K | 0.05% | 139 |
|
|
2020
Q4 | $94.9K | Buy |
475
+175
| +58% | +$34.9K | 0.04% | 138 |
|
|
2020
Q3 | $42.2K | Buy |
300
+150
| +100% | +$21.1K | 0.02% | 169 |
|
|
2020
Q2 | $16.4K | Buy |
+150
| New | +$16.4K | 0.01% | 234 |
|