Baldwin Wealth Partners’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$76K | – | 843 |
|
|
2022
Q3 | $76K | Hold |
1,000
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $74K | Sell |
1,000
-34
| -3% | -$2.52K | 0.01% | 291 |
|
|
2022
Q1 | $124K | Hold |
1,034
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $108K | Hold |
1,034
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $120K | Buy |
1,034
+200
| +24% | +$23.2K | 0.01% | 244 |
|
|
2021
Q2 | $120K | Hold |
834
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $111K | Buy |
834
+34
| +4% | +$4.53K | 0.01% | 250 |
|
|
2020
Q4 | $114K | Hold |
800
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $82K | Hold |
800
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $71K | Buy |
+800
| New | +$71K | 0.01% | 256 |
|