IFP Advisors’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-449
| Closed | -$33K | – | 4652 |
|
|
2022
Q4 | $33K | Sell |
449
-1,334
| -75% | -$102K | ﹤0.01% | 2543 |
|
|
2022
Q3 | $109K | Buy |
1,783
+338
| +23% | +$25.6K | ﹤0.01% | 1798 |
|
|
2022
Q2 | $86K | Hold |
1,445
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q1 | $86K | Buy |
1,445
+163
| +13% | +$17.7K | ﹤0.01% | 1800 |
|
|
2021
Q4 | $132K | Buy |
1,282
+116
| +10% | +$12.4K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $133K | Sell |
1,166
-11
| -0.9% | -$1.42K | ﹤0.01% | 1161 |
|
|
2021
Q2 | $170K | Sell |
1,177
-341
| -22% | -$48.2K | ﹤0.01% | 985 |
|
|
2021
Q1 | $202K | Buy |
1,518
+150
| +11% | +$21.5K | ﹤0.01% | 834 |
|
|
2020
Q4 | $192K | Buy |
1,368
+505
| +59% | +$62.6K | 0.01% | 820 |
|
|
2020
Q3 | $91K | Sell |
863
-5
| -0.6% | -$468 | 0.01% | 1049 |
|
|
2020
Q2 | $74K | Buy |
868
+193
| +29% | +$14.9K | 0.01% | 1045 |
|
|
2020
Q1 | $41K | Buy |
675
+531
| +369% | +$41.4K | ﹤0.01% | 1219 |
|
|
2019
Q4 | $11K | Hold |
144
| – | – | ﹤0.01% | 1892 |
|
|
2019
Q3 | $11K | Buy |
+144
| New | +$11.9K | ﹤0.01% | 2040 |
|
|
2019
Q1 | – | Sell |
-209
| Closed | -$12K | – | 3660 |
|
|
2018
Q4 | $12K | Hold |
209
| – | – | ﹤0.01% | 2434 |
|
|
2018
Q3 | $15K | Buy |
209
+109
| +109% | +$6.96K | ﹤0.01% | 2639 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3304 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3432 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3.27K | ﹤0.01% | 3483 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$8K | – | 4272 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 3189 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 3076 |
|
|
2016
Q4 | $6K | Buy |
+300
| New | +$7.26K | ﹤0.01% | 3227 |
|