FORA Capital’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 |
-46,068
| Closed | -$1.32M | – | 456 |
|
|
2024
Q3 | $1.32M | Buy |
+46,068
| New | +$1.32M | 0.16% | 176 |
|
|
2024
Q1 | – | Sell |
-19,952
| Closed | -$1.57M | – | 462 |
|
|
2023
Q4 | $1.57M | Sell |
19,952
-1,370
| -6% | -$108K | 0.13% | 195 |
|
|
2023
Q3 | $1.37M | Buy |
+21,322
| New | +$1.37M | 0.12% | 200 |
|
|
2023
Q2 | – | Sell |
-7,185
| Closed | -$519K | – | 448 |
|
|
2023
Q1 | $519K | Buy |
+7,185
| New | +$519K | 0.05% | 347 |
|
|
2022
Q4 | – | Sell |
-10,165
| Closed | -$762K | – | 534 |
|
|
2022
Q3 | $762K | Buy |
+10,165
| New | +$762K | 0.15% | 194 |
|
|
2022
Q2 | – | Sell |
-2,815
| Closed | -$311K | – | 514 |
|
|
2022
Q1 | $311K | Buy |
+2,815
| New | +$311K | 0.06% | 379 |
|
|
2021
Q3 | – | Sell |
-260
| Closed | -$48K | – | 526 |
|
|
2021
Q2 | $48K | Sell |
260
-320
| -55% | -$59.1K | 0.01% | 714 |
|
|
2021
Q1 | $91K | Buy |
580
+414
| +249% | +$65K | 0.03% | 429 |
|
|
2020
Q4 | $29K | Buy |
+166
| New | +$29K | ﹤0.01% | 830 |
|
|
2020
Q3 | – | Sell |
-1,282
| Closed | -$142K | – | 756 |
|
|
2020
Q2 | $142K | Sell |
1,282
-16,021
| -93% | -$1.77M | 0.05% | 416 |
|
|
2020
Q1 | $1.32M | Buy |
+17,303
| New | +$1.32M | 0.29% | 86 |
|