Atria Investments’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,898
| Closed | -$1.22M | – | 885 |
|
|
2021
Q4 | $1.22M | Buy |
8,898
+2,548
| +40% | +$350K | 0.02% | 750 |
|
|
2021
Q3 | $1.01M | Buy |
+6,350
| New | +$1.01M | 0.02% | 781 |
|
|
2021
Q1 | – | Sell |
-6,253
| Closed | -$1.09M | – | 721 |
|
|
2020
Q4 | $1.09M | Buy |
+6,253
| New | +$1.09M | 0.03% | 646 |
|
|
2020
Q1 | – | Sell |
-6,504
| Closed | -$427K | – | 755 |
|
|
2019
Q4 | $427K | Buy |
6,504
+503
| +8% | +$33K | 0.01% | 844 |
|
|
2019
Q3 | $322K | Sell |
6,001
-158
| -3% | -$8.48K | 0.01% | 697 |
|
|
2019
Q2 | $387K | Buy |
6,159
+1,854
| +43% | +$116K | 0.01% | 658 |
|
|
2019
Q1 | $227K | Buy |
+4,305
| New | +$227K | 0.01% | 818 |
|
|
2018
Q3 | – | Sell |
-6,198
| Closed | -$214K | – | 993 |
|
|
2018
Q2 | $214K | Buy |
+6,198
| New | +$214K | 0.01% | 883 |
|