Harel Insurance Investments & Financial Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-149
| Closed | -$10K | – | 632 |
|
|
2023
Q3 | $10K | Sell |
149
-12
| -7% | -$805 | ﹤0.01% | 593 |
|
|
2023
Q2 | $13K | Sell |
161
-12
| -7% | -$969 | ﹤0.01% | 602 |
|
|
2023
Q1 | $13K | Sell |
173
-53
| -23% | -$3.98K | ﹤0.01% | 609 |
|
|
2022
Q4 | $15K | Sell |
226
-39
| -15% | -$2.59K | ﹤0.01% | 590 |
|
|
2022
Q3 | $20K | Sell |
265
-13
| -5% | -$981 | ﹤0.01% | 597 |
|
|
2022
Q2 | $25K | Sell |
278
-126
| -31% | -$11.3K | ﹤0.01% | 618 |
|
|
2022
Q1 | $45K | Sell |
404
-367
| -48% | -$40.9K | ﹤0.01% | 530 |
|
|
2021
Q4 | $108K | Sell |
771
-126
| -14% | -$17.7K | ﹤0.01% | 496 |
|
|
2021
Q3 | $143K | Sell |
897
-11
| -1% | -$1.75K | ﹤0.01% | 414 |
|
|
2021
Q2 | $167K | Sell |
908
-1,578
| -63% | -$290K | ﹤0.01% | 604 |
|
|
2021
Q1 | $844K | Buy |
2,486
+820
| +49% | +$278K | 0.02% | 399 |
|
|
2020
Q4 | $291K | Buy |
1,666
+146
| +10% | +$25.5K | 0.01% | 442 |
|
|
2020
Q3 | $196K | Buy |
+1,520
| New | +$196K | 0.01% | 309 |
|
|
2016
Q3 | – | Sell |
-9,690
| Closed | -$115K | – | 546 |
|
|
2016
Q2 | $115K | Buy |
+9,690
| New | +$115K | 0.01% | 220 |
|