GoalVest Advisory’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-704
| Closed | -$85K | – | 572 |
|
|
2022
Q1 | $85K | Buy |
+704
| New | +$85K | 0.05% | 136 |
|
|
2021
Q2 | $534K | Sell |
3,701
-2,928
| -44% | -$422K | 0.33% | 82 |
|
|
2021
Q1 | $879K | Buy |
6,629
+830
| +14% | +$110K | 0.66% | 49 |
|
|
2020
Q4 | $830K | Buy |
+5,799
| New | +$830K | 0.7% | 46 |
|