Edgestream Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-45,843
| Closed | -$1.32M | – | 934 |
|
|
2024
Q3 | $1.32M | Sell |
45,843
-19,700
| -30% | -$566K | 0.06% | 513 |
|
|
2024
Q2 | $2.89M | Buy |
65,543
+61,294
| +1,443% | +$2.7M | 0.14% | 242 |
|
|
2024
Q1 | $264K | Buy |
+4,249
| New | +$264K | 0.01% | 742 |
|
|
2023
Q4 | – | Sell |
-12,643
| Closed | -$813K | – | 910 |
|
|
2023
Q3 | $813K | Buy |
12,643
+7,811
| +162% | +$502K | 0.06% | 460 |
|
|
2023
Q2 | $398K | Sell |
4,832
-10,626
| -69% | -$876K | 0.04% | 578 |
|
|
2023
Q1 | $1.12M | Buy |
+15,458
| New | +$1.12M | 0.12% | 279 |
|
|
2022
Q4 | – | Sell |
-111,393
| Closed | -$8.35M | – | 545 |
|
|
2022
Q3 | $8.35M | Buy |
+111,393
| New | +$8.35M | 0.65% | 32 |
|