SWA
Sutton Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$935 | – | 873 |
|
|
2023
Q1 | $935 | Hold |
8
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $895 | Buy |
+8
| New | +$895 | ﹤0.01% | 1355 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$2.65K | – | 1729 |
|
|
2022
Q1 | $2.65K | Buy |
11
+5
| +83% | +$1.21K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $1.93K | Hold |
6
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q3 | $1.57K | Hold |
6
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q2 | $1.3K | Sell |
6
-1
| -14% | -$216 | ﹤0.01% | 1208 |
|
|
2021
Q1 | $1.2K | Buy |
+7
| New | +$1.2K | ﹤0.01% | 1188 |
|