Mount Yale Investment Advisors’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 |
-2,126
| Closed | -$340K | – | 464 |
|
|
2021
Q3 | $340K | Buy |
2,126
+11
| +0.5% | +$1.76K | 0.04% | 331 |
|
|
2021
Q2 | $388K | Buy |
+2,115
| New | +$388K | 0.05% | 286 |
|
|
2018
Q4 | – | Sell |
-2,375
| Closed | -$104K | – | 473 |
|
|
2018
Q3 | $104K | Sell |
2,375
-816
| -26% | -$35.7K | 0.02% | 429 |
|
|
2018
Q2 | $110K | Buy |
+3,191
| New | +$110K | 0.02% | 430 |
|