Kessler Investment Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,270
| Closed | -$97K | – | 116 |
|
2020
Q1 | $97K | Sell |
1,270
-1,998
| -61% | -$153K | 0.13% | 43 |
|
2019
Q4 | $214K | Hold |
3,268
| – | – | 0.22% | 40 |
|
2019
Q3 | $176K | Sell |
3,268
-730
| -18% | -$39.3K | 0.2% | 43 |
|
2019
Q2 | $205K | Sell |
3,998
-925
| -19% | -$47.4K | 0.22% | 50 |
|
2019
Q1 | $260K | Buy |
+4,923
| New | +$260K | 0.26% | 47 |
|