IBM Retirement Fund’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,907
| Closed | -$305K | – | 612 |
|
|
2021
Q3 | $305K | Hold |
1,907
| – | – | 0.02% | 568 |
|
|
2021
Q2 | $350K | Sell |
1,907
-244
| -11% | -$44.8K | 0.03% | 530 |
|
|
2021
Q1 | $336K | Sell |
2,151
-125
| -5% | -$19.5K | 0.02% | 572 |
|
|
2020
Q4 | $397K | Buy |
2,276
+270
| +13% | +$47.1K | 0.03% | 521 |
|
|
2020
Q3 | $260K | Buy |
+2,006
| New | +$260K | 0.02% | 568 |
|