United Capital Financial Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,719
| Closed | -$275K | – | 1212 |
|
|
2021
Q3 | $275K | Hold |
1,719
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q2 | $315K | Sell |
1,719
-120
| -7% | -$22K | ﹤0.01% | 1003 |
|
|
2021
Q1 | $287K | Sell |
1,839
-284
| -13% | -$44.3K | ﹤0.01% | 993 |
|
|
2020
Q4 | $370K | Buy |
2,123
+14
| +0.7% | +$2.44K | ﹤0.01% | 929 |
|
|
2020
Q3 | $273K | Sell |
2,109
-4,604
| -69% | -$596K | ﹤0.01% | 977 |
|
|
2020
Q2 | $743K | Sell |
6,713
-1,466
| -18% | -$162K | 0.01% | 738 |
|
|
2020
Q1 | $625K | Buy |
+8,179
| New | +$625K | 0.01% | 740 |
|