Pathstone Family Office’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
-12,824
Closed -$976K 1600
2022
Q3
$976K Sell
12,824
-323
-2% -$24.6K 0.01% 750
2022
Q2
$974K Buy
13,147
+732
+6% +$54.2K 0.02% 350
2022
Q1
$1.49M Buy
12,415
+236
+2% +$28.4K 0.03% 230
2021
Q4
$1.27M Buy
12,179
+2,291
+23% +$239K 0.03% 278
2021
Q3
$1.15M Buy
9,888
+1,495
+18% +$174K 0.03% 258
2021
Q2
$1.21M Buy
8,393
+1,869
+29% +$270K 0.04% 229
2021
Q1
$865K Buy
+6,524
New +$865K 0.03% 235
2020
Q4
Hold
0
1379
2020
Q3
Hold
0
1056