Alta Wealth Advisors’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,157
| Closed | -$538K | – | 164 |
|
|
2021
Q4 | $538K | Hold |
5,157
| – | – | 0.33% | 96 |
|
|
2021
Q3 | $600K | Sell |
5,157
-450
| -8% | -$52.4K | 0.44% | 80 |
|
|
2021
Q2 | $809K | Hold |
5,607
| – | – | 0.59% | 56 |
|
|
2021
Q1 | $744K | Hold |
5,607
| – | – | 0.62% | 60 |
|
|
2020
Q4 | $802K | Buy |
+5,607
| New | +$802K | 0.67% | 49 |
|