Capstone Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,208
| Closed | -$758K | – | 1181 |
|
|
2024
Q1 | $758K | Buy |
12,208
+6,051
| +98% | +$376K | ﹤0.01% | 650 |
|
|
2023
Q4 | $484K | Buy |
6,157
+1,955
| +47% | +$154K | ﹤0.01% | 523 |
|
|
2023
Q3 | $270K | Buy |
+4,202
| New | +$270K | ﹤0.01% | 837 |
|
|
2021
Q4 | – | Sell |
-248,823
| Closed | -$39.7M | – | 908 |
|
|
2021
Q3 | $39.7M | Buy |
+248,823
| New | +$39.7M | 0.08% | 32 |
|