Summit Wealth & Retirement Planning’s ZENDESK INC ZEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,806
| Closed | -$217K | – | 120 |
|
|
2022
Q1 | $217K | Buy |
+1,806
| New | +$217K | 0.08% | 97 |
|
|
2021
Q4 | – | Sell |
-1,806
| Closed | -$210K | – | 99 |
|
|
2021
Q3 | $210K | Hold |
1,806
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $261K | Sell |
1,806
-75
| -4% | -$10.8K | 0.1% | 72 |
|
|
2021
Q1 | $249K | Buy |
+1,881
| New | +$249K | 0.09% | 86 |
|