Newbridge Financial Services Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$7.87K | – | 1218 |
|
|
2023
Q4 | $7.87K | Sell |
100
-90
| -47% | -$7.08K | ﹤0.01% | 790 |
|
|
2023
Q3 | $12.2K | Hold |
190
| – | – | 0.01% | 770 |
|
|
2023
Q2 | $15.7K | Sell |
190
-215
| -53% | -$17.7K | 0.01% | 767 |
|
|
2023
Q1 | $29.3K | Buy |
405
+65
| +19% | +$4.7K | 0.02% | 599 |
|
|
2022
Q4 | $23.1K | Hold |
340
| – | – | 0.01% | 672 |
|
|
2022
Q3 | $25K | Hold |
340
| – | – | 0.01% | 635 |
|
|
2022
Q2 | $31K | Sell |
340
-88
| -21% | -$8.02K | 0.02% | 522 |
|
|
2022
Q1 | $47K | Hold |
428
| – | – | 0.02% | 493 |
|
|
2021
Q4 | $59K | Buy |
428
+75
| +21% | +$10.3K | 0.03% | 417 |
|
|
2021
Q3 | $56K | Hold |
353
| – | – | 0.04% | 379 |
|
|
2021
Q2 | $65K | Buy |
353
+8
| +2% | +$1.47K | 0.04% | 361 |
|
|
2021
Q1 | $54K | Sell |
345
-88
| -20% | -$13.8K | 0.04% | 377 |
|
|
2020
Q4 | $76K | Buy |
433
+355
| +455% | +$62.3K | 0.06% | 255 |
|
|
2020
Q3 | $10K | Buy |
+78
| New | +$10K | 0.01% | 672 |
|