Carson Wealth (CWM LLC)’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 |
-798
| Closed | -$61K | – | 4377 |
|
|
2022
Q3 | $61K | Buy |
798
+136
| +21% | +$10.4K | ﹤0.01% | 1575 |
|
|
2022
Q2 | $49K | Buy |
662
+120
| +22% | +$8.88K | ﹤0.01% | 1644 |
|
|
2022
Q1 | $65K | Buy |
542
+330
| +156% | +$39.6K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $22K | Buy |
+212
| New | +$22K | ﹤0.01% | 1954 |
|
|
2021
Q2 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2021
Q1 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q4 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q3 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q2 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q1 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2019
Q4 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2019
Q3 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2019
Q2 | $22K | Hold |
150
| – | – | ﹤0.01% | 1762 |
|
|
2019
Q1 | $22K | Sell |
150
-130
| -46% | -$19.1K | ﹤0.01% | 1762 |
|
|
2018
Q4 | $16K | Buy |
280
+140
| +100% | +$8K | ﹤0.01% | 1205 |
|
|
2018
Q3 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 1162 |
|