Sterling Investment Advisors (Pennsylvania)’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $832K | Sell |
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|
2022
Q4 | $944K | Sell |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $2.09M | Hold |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $107K | Buy |
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