Level Four Advisory Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,576
| Closed | -$343K | – | 686 |
|
|
2022
Q3 | $343K | Sell |
4,576
-509
| -10% | -$38.2K | 0.03% | 394 |
|
|
2022
Q2 | $463K | Buy |
+5,085
| New | +$463K | 0.04% | 349 |
|
|
2021
Q3 | – | Sell |
-1,523
| Closed | -$279K | – | 526 |
|
|
2021
Q2 | $279K | Buy |
1,523
+146
| +11% | +$26.7K | 0.02% | 547 |
|
|
2021
Q1 | $215K | Buy |
+1,377
| New | +$215K | 0.02% | 594 |
|