Valeo Financial Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+691
| New | +$217K | 0.01% | 680 |
|
|
2024
Q4 | – | Sell |
-1,380
| Closed | -$236K | – | 737 |
|
|
2024
Q3 | $236K | Sell |
1,380
-3
| -0.2% | -$513 | 0.01% | 599 |
|
|
2024
Q2 | $266K | Buy |
1,383
+5
| +0.4% | +$961 | 0.01% | 535 |
|
|
2024
Q1 | $245K | Sell |
1,378
-28
| -2% | -$4.97K | 0.01% | 561 |
|
|
2023
Q4 | $312K | Buy |
1,406
+28
| +2% | +$6.2K | 0.01% | 476 |
|
|
2023
Q3 | $214K | Buy |
1,378
+1
| +0.1% | +$156 | 0.01% | 549 |
|
|
2023
Q2 | $201K | Buy |
+1,377
| New | +$201K | 0.01% | 548 |
|
|
2022
Q4 | – | Sell |
-1,394
| Closed | -$229K | – | 581 |
|
|
2022
Q3 | $229K | Hold |
1,394
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $208K | Buy |
1,394
+115
| +9% | +$17.2K | 0.01% | 428 |
|
|
2022
Q1 | $309K | Buy |
1,279
+426
| +50% | +$103K | 0.02% | 417 |
|
|
2021
Q4 | $274K | Sell |
853
-1,083
| -56% | -$348K | 0.01% | 415 |
|
|
2021
Q3 | $508K | Buy |
1,936
+620
| +47% | +$163K | 0.03% | 287 |
|
|
2021
Q2 | $284K | Sell |
1,316
-44
| -3% | -$9.5K | 0.02% | 350 |
|
|
2021
Q1 | $233K | Buy |
1,360
+630
| +86% | +$108K | 0.01% | 398 |
|
|
2020
Q4 | $146K | Buy |
730
+551
| +308% | +$110K | 0.01% | 472 |
|
|
2020
Q3 | $25K | Buy |
179
+89
| +99% | +$12.4K | ﹤0.01% | 840 |
|
|
2020
Q2 | $10K | Sell |
90
-110
| -55% | -$12.2K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $13K | Sell |
200
-500
| -71% | -$32.5K | ﹤0.01% | 974 |
|
|
2019
Q4 | $33K | Buy |
700
+200
| +40% | +$9.43K | ﹤0.01% | 776 |
|
|
2019
Q3 | $24K | Sell |
500
-200
| -29% | -$9.6K | ﹤0.01% | 794 |
|
|
2019
Q2 | $54K | Buy |
+700
| New | +$54K | 0.01% | 571 |
|