TWA
TCI Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,941
| Closed | -$674K | – | 246 |
|
|
2024
Q3 | $674K | Sell |
3,941
-500
| -11% | -$85.5K | 0.06% | 104 |
|
|
2024
Q2 | $854K | Hold |
4,441
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $855K | Sell |
4,441
-1
| -0% | -$193 | 0.08% | 85 |
|
|
2023
Q4 | $984K | Sell |
4,442
-3
| -0.1% | -$665 | 0.1% | 78 |
|
|
2023
Q3 | $692K | Sell |
4,445
-10
| -0.2% | -$1.56K | 0.09% | 88 |
|
|
2023
Q2 | $652K | Hold |
4,455
| – | – | 0.08% | 93 |
|
|
2023
Q1 | $520K | Sell |
4,455
-52
| -1% | -$6.08K | 0.07% | 103 |
|
|
2022
Q4 | $504K | Sell |
4,507
-99
| -2% | -$11.1K | 0.07% | 99 |
|
|
2022
Q3 | $757K | Sell |
4,606
-218
| -5% | -$35.8K | 0.12% | 72 |
|
|
2022
Q2 | $721K | Sell |
4,824
-40
| -0.8% | -$5.98K | 0.11% | 80 |
|
|
2022
Q1 | $1.17M | Buy |
4,864
+214
| +5% | +$51.6K | 0.18% | 56 |
|
|
2021
Q4 | $1.49M | Sell |
4,650
-783
| -14% | -$252K | 0.22% | 47 |
|
|
2021
Q3 | $1.43M | Sell |
5,433
-1,932
| -26% | -$507K | 0.22% | 47 |
|
|
2021
Q2 | $1.59M | Buy |
7,365
+22
| +0.3% | +$4.75K | 0.27% | 41 |
|
|
2021
Q1 | $1.26M | Sell |
7,343
-1,134
| -13% | -$195K | 0.53% | 43 |
|
|
2020
Q4 | $1.69M | Sell |
8,477
-2,952
| -26% | -$590K | 0.76% | 25 |
|
|
2020
Q3 | $1.61M | Sell |
11,429
-1,186
| -9% | -$167K | 0.64% | 32 |
|
|
2020
Q2 | $1.38M | Sell |
12,615
-3,141
| -20% | -$344K | 0.59% | 39 |
|
|
2020
Q1 | $959K | Sell |
15,756
-5,249
| -25% | -$319K | 0.47% | 48 |
|
|
2019
Q4 | $977K | Buy |
21,005
+11
| +0.1% | +$512 | 0.38% | 56 |
|
|
2019
Q3 | $992K | Hold |
20,994
| – | – | 0.44% | 54 |
|
|
2019
Q2 | $1.61M | Buy |
+20,994
| New | +$1.61M | 0.72% | 36 |
|