Sowell Financial Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,290
| Closed | -$216K | – | 1273 |
|
|
2021
Q1 | $216K | Buy |
1,290
+148
| +13% | +$24.8K | 0.01% | 1011 |
|
|
2020
Q4 | $199K | Sell |
1,142
-32
| -3% | -$5.58K | 0.01% | 844 |
|
|
2020
Q3 | $152K | Buy |
1,174
+364
| +45% | +$47.1K | 0.01% | 824 |
|
|
2020
Q2 | $90K | Sell |
810
-477
| -37% | -$53K | ﹤0.01% | 997 |
|
|
2020
Q1 | $98K | Sell |
1,287
-175
| -12% | -$13.3K | 0.01% | 845 |
|
|
2019
Q4 | $96K | Buy |
1,462
+980
| +203% | +$64.4K | 0.01% | 931 |
|
|
2019
Q3 | $26K | Buy |
+482
| New | +$26K | ﹤0.01% | 1193 |
|