Jacobi Capital Management’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 |
-73
| Closed | -$13K | – | 1461 |
|
|
2021
Q2 | $13K | Buy |
73
+22
| +43% | +$3.92K | ﹤0.01% | 954 |
|
|
2021
Q1 | $8K | Buy |
51
+34
| +200% | +$5.33K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $3K | Buy |
17
+1
| +6% | +$176 | ﹤0.01% | 1102 |
|
|
2020
Q3 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1132 |
|