Nisa Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Buy |
+1,195
| New | +$31.6K | ﹤0.01% | 1737 |
|
|
2024
Q2 | – | Sell |
-2,812
| Closed | -$175K | – | 2948 |
|
|
2024
Q1 | $175K | Buy |
+2,812
| New | +$175K | ﹤0.01% | 1334 |
|
|
2022
Q3 | – | Sell |
-4,200
| Closed | -$383K | – | 2600 |
|
|
2022
Q2 | $383K | Buy |
4,200
+600
| +17% | +$54.7K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $397K | Buy |
+3,600
| New | +$397K | ﹤0.01% | 1152 |
|
|
2021
Q1 | – | Sell |
-630
| Closed | -$110K | – | 2304 |
|
|
2020
Q4 | $110K | Buy |
630
+550
| +688% | +$96K | ﹤0.01% | 1694 |
|
|
2020
Q3 | $10K | Hold |
80
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q2 | $9K | Sell |
80
-400
| -83% | -$45K | ﹤0.01% | 1937 |
|
|
2020
Q1 | $37K | Buy |
480
+50
| +12% | +$3.85K | ﹤0.01% | 1589 |
|
|
2019
Q4 | $28K | Hold |
430
| – | – | ﹤0.01% | 1637 |
|
|
2019
Q3 | $23K | Buy |
430
+120
| +39% | +$6.42K | ﹤0.01% | 1620 |
|
|
2019
Q2 | $16K | Hold |
310
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q1 | $16K | Hold |
310
| – | – | ﹤0.01% | 1649 |
|
|
2018
Q4 | $14K | Hold |
310
| – | – | ﹤0.01% | 1563 |
|
|
2018
Q3 | $14K | Buy |
+310
| New | +$14K | ﹤0.01% | 1621 |
|