Optimum Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$137K | – | 853 |
|
|
2021
Q4 | $137K | Hold |
1,000
| – | – | 0.05% | 293 |
|
|
2021
Q3 | $160K | Hold |
1,000
| – | – | 0.07% | 266 |
|
|
2021
Q2 | $183K | Hold |
1,000
| – | – | 0.06% | 272 |
|
|
2021
Q1 | $156K | Sell |
1,000
-200
| -17% | -$31.2K | 0.05% | 301 |
|
|
2020
Q4 | $209K | Buy |
1,200
+200
| +20% | +$34.8K | 0.06% | 239 |
|
|
2020
Q3 | $130K | Hold |
1,000
| – | – | 0.04% | 292 |
|
|
2020
Q2 | $111K | Buy |
1,000
+800
| +400% | +$88.8K | 0.04% | 308 |
|
|
2020
Q1 | $15K | Hold |
200
| – | – | 0.01% | 623 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 733 |
|
|
2019
Q3 | $11K | Sell |
200
-240
| -55% | -$13.2K | ﹤0.01% | 778 |
|
|
2019
Q2 | $23K | Sell |
440
-1,800
| -80% | -$94.1K | 0.01% | 647 |
|
|
2019
Q1 | $118K | Buy |
+2,240
| New | +$118K | 0.04% | 351 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$26K | – | 970 |
|
|
2018
Q3 | $26K | Buy |
+600
| New | +$26K | 0.01% | 674 |
|