SWM
ZEN

Selective Wealth Management’s ZENDESK INC ZEN Stock Holding History

Selective Wealth Management’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58,836
Closed -$4.48M – 789
2022
Q3 		$4.48M Sell
58,836
-30,493
-34% -$2.32M 1.92% 14
2022
Q2 		$6.62M Buy
89,329
+2,227
+3% +$165K 2.36% 14
2022
Q1 		$10.5M Sell
87,102
-785
-0.9% -$94.4K 3.8% 7
2021
Q4 		$9.17M Buy
+87,887
New +$9.17M 3.74% 8