Evolution Wealth Advisors’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,142
| Closed | -$249K | – | 668 |
|
|
2021
Q3 | $249K | Buy |
2,142
+739
| +53% | +$85.9K | 0.05% | 91 |
|
|
2021
Q2 | $203K | Buy |
+1,403
| New | +$203K | 0.04% | 118 |
|
|
2021
Q1 | – | Sell |
-1,131
| Closed | -$162K | – | 678 |
|
|
2020
Q4 | $162K | Sell |
1,131
-663
| -37% | -$95K | 0.04% | 110 |
|
|
2020
Q3 | $185K | Buy |
+1,794
| New | +$185K | 0.05% | 102 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$3K | – | 575 |
|
|
2020
Q1 | $3K | Sell |
44
-1,816
| -98% | -$124K | ﹤0.01% | 291 |
|
|
2019
Q4 | $143K | Buy |
+1,860
| New | +$143K | 0.04% | 90 |
|
|
2019
Q2 | – | Sell |
-839
| Closed | -$71K | – | 494 |
|
|
2019
Q1 | $71K | Sell |
839
-807
| -49% | -$68.3K | 0.03% | 73 |
|
|
2018
Q4 | $96K | Buy |
+1,646
| New | +$96K | 0.04% | 80 |
|