Montag & Associates’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 |
-2,500
| Closed | -$190K | – | 996 |
|
|
2022
Q3 | $190K | Hold |
2,500
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $185K | Hold |
2,500
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $301K | Hold |
2,500
| – | – | 0.02% | 345 |
|
|
2021
Q4 | $261K | Hold |
2,500
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $291K | Sell |
2,500
-12
| -0.5% | -$1.4K | 0.02% | 345 |
|
|
2021
Q2 | $363K | Hold |
2,512
| – | – | 0.02% | 321 |
|
|
2021
Q1 | $333K | Sell |
2,512
-60
| -2% | -$7.95K | 0.02% | 328 |
|
|
2020
Q4 | $368K | Buy |
+2,572
| New | +$368K | 0.02% | 301 |
|