Commonwealth Equity Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,560
| Closed | -$211K | – | 3862 |
|
|
2023
Q2 | $211K | Buy |
+2,560
| New | +$211K | ﹤0.01% | 3360 |
|
|
2023
Q1 | – | Sell |
-7,746
| Closed | -$525K | – | 3802 |
|
|
2022
Q4 | $525K | Sell |
7,746
-913
| -11% | -$61.9K | ﹤0.01% | 2426 |
|
|
2022
Q3 | $649K | Sell |
8,659
-342
| -4% | -$25.6K | ﹤0.01% | 2208 |
|
|
2022
Q2 | $820K | Sell |
9,001
-268
| -3% | -$24.4K | ﹤0.01% | 2055 |
|
|
2022
Q1 | $1.02M | Buy |
9,269
+6,074
| +190% | +$670K | ﹤0.01% | 1979 |
|
|
2021
Q4 | $438K | Sell |
3,195
-655
| -17% | -$89.8K | ﹤0.01% | 2644 |
|
|
2021
Q3 | $615K | Sell |
3,850
-910
| -19% | -$145K | ﹤0.01% | 2313 |
|
|
2021
Q2 | $872K | Buy |
4,760
+390
| +9% | +$71.4K | ﹤0.01% | 2023 |
|
|
2021
Q1 | $683K | Buy |
4,370
+12
| +0.3% | +$1.88K | ﹤0.01% | 2076 |
|
|
2020
Q4 | $760K | Buy |
4,358
+1,024
| +31% | +$179K | ﹤0.01% | 1845 |
|
|
2020
Q3 | $432K | Buy |
3,334
+209
| +7% | +$27.1K | ﹤0.01% | 2067 |
|
|
2020
Q2 | $345K | Buy |
+3,125
| New | +$345K | ﹤0.01% | 2169 |
|