SIAP
Sterling Investment Advisors (Pennsylvania)’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,507
| Closed | -$832K | – | 140 |
|
|
2023
Q1 | $832K | Sell |
11,507
-2,403
| -17% | -$174K | 0.28% | 84 |
|
|
2022
Q4 | $944K | Sell |
13,910
-750
| -5% | -$50.9K | 0.34% | 76 |
|
|
2022
Q3 | $1.1M | Hold |
14,660
| – | – | 0.41% | 65 |
|
|
2022
Q2 | $1.34M | Sell |
14,660
-250
| -2% | -$22.8K | 0.46% | 64 |
|
|
2022
Q1 | $1.65M | Buy |
14,910
+650
| +5% | +$71.8K | 0.47% | 65 |
|
|
2021
Q4 | $1.96M | Buy |
14,260
+1,200
| +9% | +$165K | 0.55% | 60 |
|
|
2021
Q3 | $2.09M | Hold |
13,060
| – | – | 0.62% | 56 |
|
|
2021
Q2 | $2.4M | Buy |
13,060
+265
| +2% | +$48.6K | 0.7% | 43 |
|
|
2021
Q1 | $2M | Sell |
12,795
-360
| -3% | -$56.3K | 0.65% | 49 |
|
|
2020
Q4 | $2.29M | Sell |
13,155
-515
| -4% | -$89.8K | 0.78% | 39 |
|
|
2020
Q3 | $1.77M | Sell |
13,670
-1,930
| -12% | -$250K | 0.68% | 47 |
|
|
2020
Q2 | $1.73M | Sell |
15,600
-600
| -4% | -$66.4K | 0.72% | 43 |
|
|
2020
Q1 | $1.24M | Buy |
16,200
+6,400
| +65% | +$489K | 0.65% | 48 |
|
|
2019
Q4 | $642K | Buy |
9,800
+7,800
| +390% | +$511K | 0.3% | 77 |
|
|
2019
Q3 | $107K | Buy |
+2,000
| New | +$107K | 0.05% | 146 |
|