WDG
Wealth Dimensions Group’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
1,265
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $251K | Hold |
1,265
| – | – | 0.06% | 141 |
|
|
2024
Q4 | $228K | Hold |
1,265
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $216K | Sell |
1,265
-10
| -0.8% | -$1.71K | 0.05% | 142 |
|
|
2024
Q2 | $245K | Sell |
1,275
-160
| -11% | -$30.8K | 0.07% | 125 |
|
|
2024
Q1 | $276K | Hold |
1,435
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $318K | Hold |
1,435
| – | – | 0.1% | 106 |
|
|
2023
Q3 | $223K | Hold |
1,435
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $210K | Buy |
+1,435
| New | +$210K | 0.08% | 131 |
|
|
2022
Q4 | – | Sell |
-1,435
| Closed | -$236K | – | 132 |
|
|
2022
Q3 | $236K | Hold |
1,435
| – | – | 0.12% | 108 |
|
|
2022
Q2 | $215K | Hold |
1,435
| – | – | 0.1% | 118 |
|
|
2022
Q1 | $346K | Hold |
1,435
| – | – | 0.16% | 98 |
|
|
2021
Q4 | $461K | Buy |
1,435
+10
| +0.7% | +$3.21K | 0.23% | 82 |
|
|
2021
Q3 | $374K | Sell |
1,425
-250
| -15% | -$65.6K | 0.24% | 89 |
|
|
2021
Q2 | $362K | Buy |
1,675
+59
| +4% | +$12.8K | 0.25% | 84 |
|
|
2021
Q1 | $277K | Sell |
1,616
-100
| -6% | -$17.1K | 0.22% | 89 |
|
|
2020
Q4 | $343K | Buy |
+1,716
| New | +$343K | 0.3% | 72 |
|