SWM
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Sugarloaf Wealth Management’s Zscaler ZS Stock Holding History

Sugarloaf Wealth Management’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed -$2K – 880
2022
Q3 		$2K Hold
7
– – ﹤0.01% 730
2022
Q2 		$1K Hold
7
– – ﹤0.01% 768
2022
Q1 		$2K Hold
7
– – ﹤0.01% 661
2021
Q4 		$2K Hold
7
– – ﹤0.01% 693
2021
Q3 		$2K Hold
7
– – ﹤0.01% 700
2021
Q2 		$2K Hold
7
– – ﹤0.01% 694
2021
Q1 		$1 Hold
7
– – ﹤0.01% 731
2020
Q4 		$1K Buy
+7
New +$1.11K ﹤0.01% 700

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