Baker Avenue Asset Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-167
| Closed | -$10.7K | – | 740 |
|
|
2023
Q3 | $10.7K | Hold |
167
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $13.8K | Sell |
167
-97
| -37% | -$8K | ﹤0.01% | 693 |
|
|
2023
Q1 | $19.1K | Sell |
264
-3
| -1% | -$217 | ﹤0.01% | 669 |
|
|
2022
Q4 | $18.1K | Sell |
267
-6,165
| -96% | -$418K | ﹤0.01% | 627 |
|
|
2022
Q3 | $482K | Buy |
+6,432
| New | +$482K | 0.03% | 236 |
|
|
2021
Q3 | – | Sell |
-2,960
| Closed | -$542K | – | 263 |
|
|
2021
Q2 | $542K | Hold |
2,960
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $462K | Sell |
2,960
-270
| -8% | -$42.1K | 0.03% | 176 |
|
|
2020
Q4 | $563K | Sell |
3,230
-720
| -18% | -$125K | 0.04% | 159 |
|
|
2020
Q3 | $512K | Hold |
3,950
| – | – | 0.04% | 159 |
|
|
2020
Q2 | $437K | Buy |
+3,950
| New | +$437K | 0.04% | 176 |
|