Creative Planning’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,305
| Closed | -$245K | – | 2484 |
|
|
2022
Q2 | $245K | Buy |
3,305
+123
| +4% | +$12.1K | ﹤0.01% | 1749 |
|
|
2022
Q1 | $383K | Buy |
3,182
+153
| +5% | +$16.6K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $316K | Sell |
3,029
-1,205
| -28% | -$129K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $493K | Buy |
4,234
+181
| +4% | +$23.4K | ﹤0.01% | 1306 |
|
|
2021
Q2 | $585K | Sell |
4,053
-1,582
| -28% | -$223K | ﹤0.01% | 1188 |
|
|
2021
Q1 | $747K | Buy |
5,635
+9
| +0.2% | +$1.29K | ﹤0.01% | 1200 |
|
|
2020
Q4 | $805K | Buy |
5,626
+2,065
| +58% | +$256K | ﹤0.01% | 1054 |
|
|
2020
Q3 | $366K | Buy |
3,561
+579
| +19% | +$54.2K | ﹤0.01% | 1292 |
|
|
2020
Q2 | $264K | Sell |
2,982
-634
| -18% | -$48.8K | ﹤0.01% | 1386 |
|
|
2020
Q1 | $231K | Buy |
3,616
+323
| +10% | +$25.2K | ﹤0.01% | 1318 |
|
|
2019
Q4 | $252K | Sell |
3,293
-2,964
| -47% | -$217K | ﹤0.01% | 1497 |
|
|
2019
Q3 | $456K | Sell |
6,257
-206
| -3% | -$17K | ﹤0.01% | 1122 |
|
|
2019
Q2 | $575K | Buy |
6,463
+283
| +5% | +$24.3K | ﹤0.01% | 1006 |
|
|
2019
Q1 | $525K | Buy |
6,180
+2,412
| +64% | +$177K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $220K | Buy |
3,768
+176
| +5% | +$10.1K | ﹤0.01% | 1428 |
|
|
2018
Q3 | $255K | Buy |
+3,592
| New | +$229K | ﹤0.01% | 1516 |
|
|
2017
Q3 | – | Sell |
-2,701
| Closed | -$75K | – | 3989 |
|
|
2017
Q2 | $75K | Sell |
2,701
-110
| -4% | -$3.02K | ﹤0.01% | 2198 |
|
|
2017
Q1 | $79K | Buy |
2,811
+250
| +10% | +$6.47K | ﹤0.01% | 2123 |
|
|
2016
Q4 | $54K | Buy |
2,561
+2,161
| +540% | +$52.3K | ﹤0.01% | 2340 |
|
|
2016
Q3 | $12K | Buy |
400
+200
| +100% | +$5.94K | ﹤0.01% | 3421 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$4.83K | ﹤0.01% | 3679 |
|
Other funds holding ZEN
UOC
HI
PCM
FCM
TAL
