Berman Capital Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $70K | Buy |
448
+121
| +37% | +$18.9K | 0.01% | 552 |
|
|
2021
Q2 | $59K | Buy |
327
+268
| +454% | +$48.4K | 0.01% | 522 |
|
|
2021
Q1 | $9K | Buy |
59
+11
| +23% | +$1.68K | ﹤0.01% | 1056 |
|
|
2020
Q4 | $8K | Buy |
48
+14
| +41% | +$2.33K | ﹤0.01% | 996 |
|
|
2020
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q2 | $3K | Buy |
34
+12
| +55% | +$1.06K | ﹤0.01% | 1127 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q4 | $1K | Sell |
22
-43
| -66% | -$1.96K | ﹤0.01% | 1321 |
|
|
2019
Q3 | $3K | Buy |
65
+27
| +71% | +$1.25K | ﹤0.01% | 1070 |
|
|
2019
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1323 |
|