Spearhead Capital 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 |
-2,954
| Closed | -$406K | – | 208 |
|
|
2021
Q4 | $406K | Buy |
2,954
+238
| +9% | +$32.7K | 0.05% | 119 |
|
|
2021
Q3 | $434K | Buy |
2,716
+124
| +5% | +$19.8K | 0.06% | 117 |
|
|
2021
Q2 | $475K | Buy |
2,592
+289
| +13% | +$53K | 0.06% | 109 |
|
|
2021
Q1 | $360K | Sell |
2,303
-849
| -27% | -$133K | 0.05% | 116 |
|
|
2020
Q4 | $550K | Sell |
3,152
-208
| -6% | -$36.3K | 0.09% | 91 |
|
|
2020
Q3 | $436K | Buy |
3,360
+417
| +14% | +$54.1K | 0.08% | 91 |
|
|
2020
Q2 | $326K | Buy |
+2,943
| New | +$326K | 0.07% | 94 |
|