Avitas Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,514
| Closed | -$1.05M | – | 205 |
|
|
2022
Q1 | $1.05M | Sell |
9,514
-3,009
| -24% | -$332K | 0.19% | 122 |
|
|
2021
Q4 | $1.72M | Sell |
12,523
-6,255
| -33% | -$859K | 0.29% | 100 |
|
|
2021
Q3 | $3M | Buy |
18,778
+7,375
| +65% | +$1.18M | 0.55% | 72 |
|
|
2021
Q2 | $2.09M | Buy |
11,403
+287
| +3% | +$52.6K | 0.37% | 105 |
|
|
2021
Q1 | $1.74M | Sell |
11,116
-5,845
| -34% | -$914K | 0.34% | 108 |
|
|
2020
Q4 | $2.96M | Buy |
16,961
+2,929
| +21% | +$511K | 0.6% | 57 |
|
|
2020
Q3 | $1.82M | Buy |
14,032
+49
| +0.4% | +$6.36K | 0.51% | 74 |
|
|
2020
Q2 | $1.55M | Buy |
+13,983
| New | +$1.55M | 0.51% | 77 |
|