SFA
ZEN
Source Financial Advisors’s ZENDESK INC ZEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,801
| Closed | -$2.04M | – | 120 |
|
|
2022
Q3 | $2.04M | Hold |
26,801
| – | – | 0.81% | 30 |
|
|
2022
Q2 | $1.99M | Sell |
26,801
-26,800
| -50% | -$1.98M | 0.78% | 34 |
|
|
2022
Q1 | $6.45M | Buy |
53,601
+2,110
| +4% | +$254K | 1.9% | 14 |
|
|
2021
Q4 | $5.37M | Hold |
51,491
| – | – | 1.45% | 18 |
|
|
2021
Q3 | $5.99M | Hold |
51,491
| – | – | 1.56% | 17 |
|
|
2021
Q2 | $7.43M | Hold |
51,491
| – | – | 1.91% | 12 |
|
|
2021
Q1 | $6.83M | Hold |
51,491
| – | – | 1.82% | 13 |
|
|
2020
Q4 | $7.37M | Buy |
+51,491
| New | +$7.37M | 1.99% | 9 |
|