Brinker Capital Investments’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 |
-3,328
| Closed | -$214K | – | 1685 |
|
|
2023
Q3 | $214K | Buy |
3,328
+452
| +16% | +$29.1K | ﹤0.01% | 1527 |
|
|
2023
Q2 | $237K | Sell |
2,876
-143
| -5% | -$11.8K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $218K | Sell |
3,019
-300
| -9% | -$21.7K | ﹤0.01% | 1478 |
|
|
2022
Q4 | $225K | Buy |
+3,319
| New | +$225K | ﹤0.01% | 1258 |
|
|
2021
Q4 | – | Sell |
-1,309
| Closed | -$240K | – | 1391 |
|
|
2021
Q3 | $240K | Hold |
1,309
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q2 | $240K | Buy |
+1,309
| New | +$240K | ﹤0.01% | 1265 |
|