Sheets Smith 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
Q2 | – | Sell |
-2,104
| Closed | -$405K | – | 409 |
|
|
2024
Q1 | $405K | Buy |
2,104
+231
| +12% | +$44.5K | 0.05% | 286 |
|
|
2023
Q4 | $415K | Buy |
+1,873
| New | +$415K | 0.06% | 242 |
|
|
2022
Q1 | – | Sell |
-1,533
| Closed | -$493K | – | 393 |
|
|
2021
Q4 | $493K | Hold |
1,533
| – | – | 0.06% | 236 |
|
|
2021
Q3 | $402K | Hold |
1,533
| – | – | 0.05% | 250 |
|
|
2021
Q2 | $331K | Buy |
+1,533
| New | +$331K | 0.04% | 284 |
|