Occudo Quantitative Strategies’s FIVE9 FIVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,310
Closed -$612K 771
2024
Q3
$612K Buy
+21,310
New +$612K 0.11% 232
2024
Q1
Sell
-3,828
Closed -$301K 829
2023
Q4
$301K Sell
3,828
-9,111
-70% -$717K 0.04% 536
2023
Q3
$832K Buy
12,939
+9,413
+267% +$605K 0.11% 324
2023
Q2
$291K Sell
3,526
-10,766
-75% -$888K 0.03% 750
2023
Q1
$1.03M Buy
+14,292
New +$1.03M 0.09% 316
2021
Q3
Sell
-5,113
Closed -$938K 1055
2021
Q2
$938K Buy
+5,113
New +$938K 0.14% 233