IFP Advisors’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-449
| Closed | -$33K | – | 4652 |
|
|
2022
Q4 | $33K | Sell |
449
-1,334
| -75% | -$98K | ﹤0.01% | 2543 |
|
|
2022
Q3 | $109K | Buy |
1,783
+338
| +23% | +$20.7K | ﹤0.01% | 1799 |
|
|
2022
Q2 | $86K | Hold |
1,445
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q1 | $86K | Buy |
1,445
+163
| +13% | +$9.7K | ﹤0.01% | 1801 |
|
|
2021
Q4 | $132K | Buy |
1,282
+116
| +10% | +$11.9K | ﹤0.01% | 1137 |
|
|
2021
Q3 | $133K | Sell |
1,166
-11
| -0.9% | -$1.26K | ﹤0.01% | 1126 |
|
|
2021
Q2 | $170K | Sell |
1,177
-341
| -22% | -$49.3K | ﹤0.01% | 985 |
|
|
2021
Q1 | $202K | Buy |
1,518
+150
| +11% | +$20K | ﹤0.01% | 834 |
|
|
2020
Q4 | $192K | Buy |
1,368
+505
| +59% | +$70.9K | 0.01% | 820 |
|
|
2020
Q3 | $91K | Sell |
863
-5
| -0.6% | -$527 | 0.01% | 1048 |
|
|
2020
Q2 | $74K | Buy |
868
+193
| +29% | +$16.5K | 0.01% | 1044 |
|
|
2020
Q1 | $41K | Buy |
675
+531
| +369% | +$32.3K | ﹤0.01% | 1216 |
|
|
2019
Q4 | $11K | Hold |
144
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q3 | $11K | Buy |
+144
| New | +$11K | ﹤0.01% | 2037 |
|
|
2019
Q1 | – | Sell |
-209
| Closed | -$12K | – | 3613 |
|
|
2018
Q4 | $12K | Hold |
209
| – | – | ﹤0.01% | 2398 |
|
|
2018
Q3 | $15K | Buy |
209
+109
| +109% | +$7.82K | ﹤0.01% | 2608 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3254 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3432 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3432 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$8K | – | 4223 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 3157 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 3041 |
|
|
2016
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3200 |
|