SeaCrest 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
Q4 | – | Sell |
-2,125
| Closed | -$363K | – | 705 |
|
|
2024
Q3 | $363K | Sell |
2,125
-132
| -6% | -$22.6K | 0.04% | 435 |
|
|
2024
Q2 | $434K | Buy |
+2,257
| New | +$434K | 0.05% | 354 |
|
|
2024
Q1 | – | Sell |
-1,020
| Closed | -$214K | – | 662 |
|
|
2023
Q4 | $214K | Buy |
+1,020
| New | +$214K | 0.03% | 564 |
|
|
2022
Q3 | – | Sell |
-738
| Closed | -$110K | – | 1564 |
|
|
2022
Q2 | $110K | Buy |
+738
| New | +$110K | 0.01% | 824 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$25K | – | 1897 |
|
|
2019
Q1 | $25K | Hold |
350
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q4 | $14K | Sell |
350
-175
| -33% | -$7K | ﹤0.01% | 1390 |
|
|
2018
Q3 | $21K | Sell |
525
-175
| -25% | -$7K | ﹤0.01% | 1362 |
|
|
2018
Q2 | $25K | Hold |
700
| – | – | ﹤0.01% | 1277 |
|
|
2018
Q1 | $20K | Buy |
+700
| New | +$20K | ﹤0.01% | 1337 |
|