Geneos 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
Q4 | – | Sell |
-100
| Closed | -$7K | – | 2126 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 2109 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q4 | $10K | Sell |
100
-50
| -33% | -$5K | ﹤0.01% | 2200 |
|
|
2021
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 2016 |
|
|
2021
Q2 | $21K | Hold |
150
| – | – | ﹤0.01% | 1910 |
|
|
2021
Q1 | $21K | Hold |
150
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q3 | $14K | Buy |
+150
| New | +$14K | ﹤0.01% | 1845 |
|
|
2020
Q2 | – | Sell |
-210
| Closed | -$13K | – | 2645 |
|
|
2020
Q1 | $13K | Hold |
210
| – | – | ﹤0.01% | 1708 |
|
|
2019
Q4 | $16K | Buy |
210
+10
| +5% | +$762 | ﹤0.01% | 1793 |
|
|
2019
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 1725 |
|