FDx Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,549
| Closed | -$201K | – | 456 |
|
|
2023
Q4 | $201K | Buy |
+2,549
| New | +$201K | 0.02% | 653 |
|
|
2023
Q3 | – | Sell |
-3,318
| Closed | -$274K | – | 680 |
|
|
2023
Q2 | $274K | Buy |
+3,318
| New | +$274K | 0.02% | 625 |
|
|
2022
Q3 | – | Sell |
-5,072
| Closed | -$462K | – | 763 |
|
|
2022
Q2 | $462K | Sell |
5,072
-315
| -6% | -$28.7K | 0.02% | 502 |
|
|
2022
Q1 | $595K | Buy |
5,387
+502
| +10% | +$55.4K | 0.02% | 458 |
|
|
2021
Q4 | $671K | Buy |
+4,885
| New | +$671K | 0.02% | 451 |
|