Empirical 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
Q3 | – | Sell |
-7,663
| Closed | -$568K | – | 485 |
|
|
2022
Q2 | $568K | Sell |
7,663
-875
| -10% | -$64.9K | 0.03% | 275 |
|
|
2022
Q1 | $1.03M | Sell |
8,538
-641
| -7% | -$77.1K | 0.05% | 208 |
|
|
2021
Q4 | $957K | Sell |
9,179
-1,704
| -16% | -$178K | 0.05% | 230 |
|
|
2021
Q3 | $1.27M | Buy |
10,883
+1,057
| +11% | +$123K | 0.07% | 162 |
|
|
2021
Q2 | $1.42M | Buy |
9,826
+4,066
| +71% | +$587K | 0.09% | 143 |
|
|
2021
Q1 | $764K | Buy |
5,760
+1,281
| +29% | +$170K | 0.06% | 193 |
|
|
2020
Q4 | $641K | Sell |
4,479
-211
| -4% | -$30.2K | 0.05% | 208 |
|
|
2020
Q3 | $483K | Sell |
4,690
-1,302
| -22% | -$134K | 0.04% | 224 |
|
|
2020
Q2 | $530K | Sell |
5,992
-1,545
| -20% | -$137K | 0.05% | 201 |
|
|
2020
Q1 | $482K | Sell |
7,537
-3,337
| -31% | -$213K | 0.05% | 187 |
|
|
2019
Q4 | $833K | Buy |
+10,874
| New | +$833K | 0.09% | 137 |
|