AE Wealth Management’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,951
| Closed | -$227K | – | 1793 |
|
|
2021
Q3 | $227K | Buy |
1,951
+153
| +9% | +$17.8K | ﹤0.01% | 1478 |
|
|
2021
Q2 | $260K | Sell |
1,798
-221
| -11% | -$32K | ﹤0.01% | 1400 |
|
|
2021
Q1 | $268K | Sell |
2,019
-248
| -11% | -$32.9K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $324K | Buy |
2,267
+282
| +14% | +$40.3K | ﹤0.01% | 1110 |
|
|
2020
Q3 | $204K | Sell |
1,985
-4,491
| -69% | -$462K | ﹤0.01% | 1172 |
|
|
2020
Q2 | $573K | Buy |
6,476
+475
| +8% | +$42K | 0.01% | 827 |
|
|
2020
Q1 | $384K | Buy |
6,001
+1,640
| +38% | +$105K | 0.01% | 769 |
|
|
2019
Q4 | $334K | Buy |
4,361
+387
| +10% | +$29.6K | 0.01% | 864 |
|
|
2019
Q3 | $290K | Buy |
3,974
+417
| +12% | +$30.4K | 0.01% | 797 |
|
|
2019
Q2 | $317K | Buy |
+3,557
| New | +$317K | 0.01% | 729 |
|