Symphony Financial’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,261
| Closed | -$682K | – | 218 |
|
|
2021
Q4 | $682K | Sell |
2,261
-34
| -1% | -$10.3K | 0.19% | 94 |
|
|
2021
Q3 | $594K | Buy |
2,295
+18
| +0.8% | +$4.66K | 0.21% | 84 |
|
|
2021
Q2 | $494K | Hold |
2,277
| – | – | 0.17% | 98 |
|
|
2021
Q1 | $415K | Buy |
2,277
+518
| +29% | +$94.4K | 0.11% | 126 |
|
|
2020
Q4 | $345K | Buy |
1,759
+7
| +0.4% | +$1.37K | 0.12% | 114 |
|
|
2020
Q3 | $246K | Buy |
+1,752
| New | +$246K | 0.1% | 117 |
|