Creative Planning’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,305
| Closed | -$245K | – | 2360 |
|
|
2022
Q2 | $245K | Buy |
3,305
+123
| +4% | +$9.12K | ﹤0.01% | 1743 |
|
|
2022
Q1 | $383K | Buy |
3,182
+153
| +5% | +$18.4K | ﹤0.01% | 1481 |
|
|
2021
Q4 | $316K | Sell |
3,029
-1,205
| -28% | -$126K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $493K | Buy |
4,234
+181
| +4% | +$21.1K | ﹤0.01% | 1306 |
|
|
2021
Q2 | $585K | Sell |
4,053
-1,582
| -28% | -$228K | ﹤0.01% | 1187 |
|
|
2021
Q1 | $747K | Buy |
5,635
+9
| +0.2% | +$1.19K | ﹤0.01% | 1180 |
|
|
2020
Q4 | $805K | Buy |
5,626
+2,065
| +58% | +$295K | ﹤0.01% | 1040 |
|
|
2020
Q3 | $366K | Buy |
3,561
+579
| +19% | +$59.5K | ﹤0.01% | 1275 |
|
|
2020
Q2 | $264K | Sell |
2,982
-634
| -18% | -$56.1K | ﹤0.01% | 1368 |
|
|
2020
Q1 | $231K | Buy |
3,616
+323
| +10% | +$20.6K | ﹤0.01% | 1305 |
|
|
2019
Q4 | $252K | Sell |
3,293
-2,964
| -47% | -$227K | ﹤0.01% | 1488 |
|
|
2019
Q3 | $456K | Sell |
6,257
-206
| -3% | -$15K | ﹤0.01% | 1117 |
|
|
2019
Q2 | $575K | Buy |
6,463
+283
| +5% | +$25.2K | ﹤0.01% | 1002 |
|
|
2019
Q1 | $525K | Buy |
6,180
+2,412
| +64% | +$205K | ﹤0.01% | 996 |
|
|
2018
Q4 | $220K | Buy |
3,768
+176
| +5% | +$10.3K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $255K | Buy |
+3,592
| New | +$255K | ﹤0.01% | 1504 |
|
|
2017
Q3 | – | Sell |
-2,701
| Closed | -$75K | – | 3873 |
|
|
2017
Q2 | $75K | Sell |
2,701
-110
| -4% | -$3.05K | ﹤0.01% | 2183 |
|
|
2017
Q1 | $79K | Buy |
2,811
+250
| +10% | +$7.03K | ﹤0.01% | 2107 |
|
|
2016
Q4 | $54K | Buy |
2,561
+2,161
| +540% | +$45.6K | ﹤0.01% | 2324 |
|
|
2016
Q3 | $12K | Buy |
400
+200
| +100% | +$6K | ﹤0.01% | 3366 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3605 |
|