Homestead Advisers’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-24,288
| Closed | -$4.45M | – | 141 |
|
2021
Q2 | $4.45M | Hold |
24,288
| – | – | 0.1% | 85 |
|
2021
Q1 | $3.8M | Sell |
24,288
-14,900
| -38% | -$2.33M | 0.09% | 85 |
|
2020
Q4 | $6.83M | Sell |
39,188
-21,400
| -35% | -$3.73M | 0.17% | 62 |
|
2020
Q3 | $7.86M | Sell |
60,588
-9,000
| -13% | -$1.17M | 0.22% | 59 |
|
2020
Q2 | $7.7M | Sell |
69,588
-26,237
| -27% | -$2.9M | 0.2% | 54 |
|
2020
Q1 | $7.33M | Sell |
95,825
-2,307
| -2% | -$176K | 0.22% | 51 |
|
2019
Q4 | $6.44M | Sell |
98,132
-112,389
| -53% | -$7.37M | 0.13% | 67 |
|
2019
Q3 | $11.3M | Buy |
210,521
+31,309
| +17% | +$1.68M | 0.23% | 79 |
|
2019
Q2 | $9.19M | Buy |
+179,212
| New | +$9.19M | 0.17% | 87 |
|