Edmond de Rothschild Holding’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,944
| Closed | -$132K | – | 756 |
|
|
2022
Q4 | $132K | Hold |
1,944
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $146K | Buy |
1,944
+30
| +2% | +$2.25K | ﹤0.01% | 516 |
|
|
2022
Q2 | $174K | Buy |
1,914
+631
| +49% | +$57.4K | ﹤0.01% | 504 |
|
|
2022
Q1 | $142K | Buy |
1,283
+112
| +10% | +$12.4K | ﹤0.01% | 551 |
|
|
2021
Q4 | $161K | Buy |
1,171
+40
| +4% | +$5.5K | ﹤0.01% | 567 |
|
|
2021
Q3 | $181K | Sell |
1,131
-81
| -7% | -$13K | ﹤0.01% | 553 |
|
|
2021
Q2 | $222K | Hold |
1,212
| – | – | 0.01% | 516 |
|
|
2021
Q1 | $189K | Buy |
+1,212
| New | +$189K | 0.01% | 476 |
|