Berman Capital Advisors’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$70K Buy
2021
Q2
$59K Buy
2021
Q1
$9K Buy
2020
Q4
$8K Buy
2020
Q3
$4K Hold
2020
Q2
$3K Buy
2020
Q1
$1K Hold
2019
Q4
$1K Sell
2019
Q3
$3K Buy
2019
Q2
$1K Buy