Sheets Smith Wealth Management’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,078
| Closed | -$444K | – | 379 |
|
|
2021
Q2 | $444K | Sell |
3,078
-164
| -5% | -$23.7K | 0.06% | 239 |
|
|
2021
Q1 | $430K | Hold |
3,242
| – | – | 0.06% | 230 |
|
|
2020
Q4 | $464K | Buy |
3,242
+1,168
| +56% | +$167K | 0.07% | 212 |
|
|
2020
Q3 | $213K | Buy |
+2,074
| New | +$213K | 0.04% | 278 |
|
|
2019
Q3 | – | Sell |
-5,198
| Closed | -$463K | – | 325 |
|
|
2019
Q2 | $463K | Sell |
5,198
-40
| -0.8% | -$3.56K | 0.1% | 221 |
|
|
2019
Q1 | $445K | Buy |
+5,238
| New | +$445K | 0.1% | 217 |
|