Pathstone Family Office’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,753
| Closed | -$344K | – | 1259 |
|
|
2023
Q1 | $344K | Buy |
+4,753
| New | +$344K | 0.01% | 856 |
|
|
2022
Q4 | – | Sell |
-9,756
| Closed | -$731K | – | 1512 |
|
|
2022
Q3 | $731K | Buy |
9,756
+5,918
| +154% | +$444K | 0.01% | 893 |
|
|
2022
Q2 | $350K | Buy |
3,838
+246
| +7% | +$22.4K | 0.01% | 721 |
|
|
2022
Q1 | $397K | Buy |
3,592
+365
| +11% | +$40.3K | 0.01% | 634 |
|
|
2021
Q4 | $443K | Sell |
3,227
-369
| -10% | -$50.7K | 0.01% | 598 |
|
|
2021
Q3 | $574K | Sell |
3,596
-277
| -7% | -$44.2K | 0.02% | 466 |
|
|
2021
Q2 | $710K | Buy |
3,873
+1,311
| +51% | +$240K | 0.02% | 367 |
|
|
2021
Q1 | $401K | Buy |
+2,562
| New | +$401K | 0.01% | 399 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$4K | – | 717 |
|
|
2019
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 635 |
|