Arcadia Investment Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-418
| Closed | -$18.4K | – | 274 |
|
|
2024
Q2 | $18.4K | Sell |
418
-34
| -8% | -$1.5K | ﹤0.01% | 244 |
|
|
2024
Q1 | $28.1K | Hold |
452
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $35.6K | Buy |
452
+144
| +47% | +$11.3K | 0.01% | 227 |
|
|
2023
Q3 | $19.8K | Hold |
308
| – | – | ﹤0.01% | 259 |
|
|
2023
Q2 | $25.4K | Sell |
308
-17
| -5% | -$1.4K | 0.01% | 258 |
|
|
2023
Q1 | $23.5K | Buy |
325
+184
| +130% | +$13.3K | 0.01% | 280 |
|
|
2022
Q4 | $9.57K | Buy |
+141
| New | +$9.57K | ﹤0.01% | 311 |
|
|
2018
Q1 | – | Sell |
-1,202
| Closed | -$30K | – | 346 |
|
|
2017
Q4 | $30K | Hold |
1,202
| – | – | 0.01% | 260 |
|
|
2017
Q3 | $29K | Hold |
1,202
| – | – | 0.01% | 266 |
|
|
2017
Q2 | $26K | Hold |
1,202
| – | – | 0.01% | 269 |
|
|
2017
Q1 | $20K | Buy |
+1,202
| New | +$20K | 0.01% | 321 |
|