SW
SkyOak Wealth’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,900
| Closed | -$557K | – | 266 |
|
|
2024
Q2 | $557K | Buy |
2,900
+400
| +16% | +$76.9K | 0.13% | 110 |
|
|
2024
Q1 | $482K | Buy |
+2,500
| New | +$482K | 0.12% | 129 |
|
|
2020
Q4 | – | Sell |
-8,220
| Closed | -$1.16M | – | 231 |
|
|
2020
Q3 | $1.16M | Sell |
8,220
-1,599
| -16% | -$225K | 0.42% | 68 |
|
|
2020
Q2 | $1.08M | Sell |
9,819
-18,612
| -65% | -$2.04M | 0.4% | 63 |
|
|
2020
Q1 | $1.73M | Buy |
28,431
+9,208
| +48% | +$560K | 0.88% | 28 |
|
|
2019
Q4 | $894K | Buy |
+19,223
| New | +$894K | 0.28% | 79 |
|