Spearhead Capital Advisors’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
-1,271
Closed -$307K 215
2022
Q1
$307K Sell
1,271
-1,028
-45% -$248K 0.04% 133
2021
Q4
$739K Buy
2,299
+48
+2% +$15.4K 0.09% 75
2021
Q3
$590K Buy
2,251
+80
+4% +$21K 0.08% 83
2021
Q2
$469K Buy
2,171
+275
+15% +$59.4K 0.06% 113
2021
Q1
$325K Sell
1,896
-1,731
-48% -$297K 0.05% 148
2020
Q4
$724K Buy
3,627
+46
+1% +$9.18K 0.12% 71
2020
Q3
$504K Buy
3,581
+148
+4% +$20.8K 0.1% 84
2020
Q2
$376K Buy
+3,433
New +$376K 0.08% 83