Capital Investment Advisory Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$200K | – | 821 |
|
|
2021
Q3 | $200K | Sell |
1,250
-100
| -7% | -$16K | 0.03% | 450 |
|
|
2021
Q2 | $248K | Hold |
1,350
| – | – | 0.03% | 401 |
|
|
2021
Q1 | $211K | Hold |
1,350
| – | – | 0.03% | 408 |
|
|
2020
Q4 | $235K | Buy |
+1,350
| New | +$235K | 0.03% | 380 |
|
|
2019
Q4 | – | Sell |
-554
| Closed | -$30K | – | 799 |
|
|
2019
Q3 | $30K | Hold |
554
| – | – | 0.01% | 686 |
|
|
2019
Q2 | $27K | Buy |
554
+504
| +1,008% | +$24.6K | 0.01% | 700 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1053 |
|