Edge Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,750
| Closed | -$122K | – | 461 |
|
|
2016
Q1 | $122K | Sell |
13,750
-52,450
| -79% | -$465K | 0.06% | 123 |
|
|
2015
Q4 | $575K | Buy |
66,200
+1,700
| +3% | +$14.8K | 0.22% | 67 |
|
|
2015
Q3 | $237K | Buy |
64,500
+23,400
| +57% | +$86K | 0.09% | 94 |
|
|
2015
Q2 | $214K | Buy |
41,100
+18,100
| +79% | +$94.2K | 0.07% | 103 |
|
|
2015
Q1 | $127K | Buy |
+23,000
| New | +$127K | 0.04% | 122 |
|