HighPoint Advisor Group’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$971K Sell
6,077
-172
-3% -$27.5K 0.1% 174
2021
Q2
$1.15M Sell
6,249
-46
-0.7% -$8.44K 0.12% 145
2021
Q1
$1.09M Buy
6,295
+90
+1% +$15.5K 0.13% 134
2020
Q4
$1.1M Buy
+6,205
New +$1.1M 0.13% 132