Harvest Fund Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,796
| Closed | -$317K | – | 734 |
|
|
2024
Q4 | $317K | Buy |
+7,796
| New | +$317K | 0.01% | 400 |
|
|
2023
Q1 | – | Sell |
-2,061
| Closed | -$120K | – | 773 |
|
|
2022
Q4 | $120K | Buy |
2,061
+1,972
| +2,216% | +$115K | 0.03% | 303 |
|
|
2022
Q3 | $7K | Sell |
89
-13
| -13% | -$1.02K | ﹤0.01% | 689 |
|
|
2022
Q2 | $9K | Hold |
102
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $11K | Sell |
102
-200
| -66% | -$21.6K | ﹤0.01% | 640 |
|
|
2021
Q4 | $42K | Sell |
302
-267
| -47% | -$37.1K | 0.01% | 492 |
|
|
2021
Q3 | $90K | Buy |
569
+401
| +239% | +$63.4K | 0.02% | 303 |
|
|
2021
Q2 | $31K | Sell |
168
-623
| -79% | -$115K | ﹤0.01% | 555 |
|
|
2021
Q1 | $123K | Hold |
791
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $137K | Sell |
791
-371
| -32% | -$64.3K | 0.01% | 202 |
|
|
2020
Q3 | $155K | Buy |
1,162
+350
| +43% | +$46.7K | 0.01% | 201 |
|
|
2020
Q2 | $92K | Buy |
+812
| New | +$92K | 0.01% | 241 |
|
|
2018
Q4 | – | Sell |
-1,979
| Closed | -$86K | – | 375 |
|
|
2018
Q3 | $86K | Buy |
+1,979
| New | +$86K | 0.01% | 296 |
|