BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-161
| Closed | -$12K | – | 1128 |
|
|
2022
Q3 | $12K | Hold |
161
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $12K | Buy |
161
+1
| +0.6% | +$75 | ﹤0.01% | 571 |
|
|
2022
Q1 | $19K | Hold |
160
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $17K | Hold |
160
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $19K | Hold |
160
| – | – | ﹤0.01% | 540 |
|
|
2021
Q2 | $23K | Hold |
160
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $21K | Hold |
160
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $23K | Buy |
160
+150
| +1,500% | +$21.6K | ﹤0.01% | 456 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 889 |
|
|
2020
Q2 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 930 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 906 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 913 |
|