Sun Life Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,230
| Closed | -$550K | – | 501 |
|
|
2019
Q3 | $550K | Buy |
10,230
+58
| +0.6% | +$3.12K | 0.14% | 89 |
|
|
2019
Q2 | $522K | Hold |
10,172
| – | – | 0.13% | 92 |
|
|
2019
Q1 | $537K | Buy |
10,172
+55
| +0.5% | +$2.9K | 0.12% | 103 |
|
|
2018
Q4 | $442K | Buy |
10,117
+51
| +0.5% | +$2.23K | 0.09% | 108 |
|
|
2018
Q3 | $440K | Buy |
10,066
+63
| +0.6% | +$2.75K | 0.08% | 145 |
|
|
2018
Q2 | $346K | Buy |
+10,003
| New | +$346K | 0.05% | 156 |
|