Brown Advisory’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,341
| Closed | -$219K | – | 971 |
|
|
2019
Q4 | $219K | Buy |
+3,341
| New | +$219K | ﹤0.01% | 961 |
|
|
2019
Q2 | – | Sell |
-11,682
| Closed | -$617K | – | 1107 |
|
|
2019
Q1 | $617K | Sell |
11,682
-7,710
| -40% | -$407K | ﹤0.01% | 924 |
|
|
2018
Q4 | $847K | Buy |
19,392
+2,319
| +14% | +$101K | ﹤0.01% | 793 |
|
|
2018
Q3 | $745K | Sell |
17,073
-3,976
| -19% | -$173K | ﹤0.01% | 882 |
|
|
2018
Q2 | $727K | Sell |
21,049
-3,104
| -13% | -$107K | ﹤0.01% | 870 |
|
|
2018
Q1 | $720K | Buy |
24,153
+6,172
| +34% | +$184K | ﹤0.01% | 733 |
|
|
2017
Q4 | $447K | Buy |
17,981
+1,287
| +8% | +$32K | ﹤0.01% | 907 |
|
|
2017
Q3 | $399K | Buy |
+16,694
| New | +$399K | ﹤0.01% | 917 |
|