USA Financial Formulas’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-7,876
| Closed | -$344K | – | 195 |
|
2018
Q4 | $344K | Sell |
7,876
-2,983
| -27% | -$130K | 0.09% | 198 |
|
2018
Q3 | $375K | Sell |
10,859
-2,656
| -20% | -$91.7K | 0.1% | 173 |
|
2018
Q2 | $403K | Sell |
13,515
-71
| -0.5% | -$2.12K | 0.1% | 178 |
|
2018
Q1 | $405K | Buy |
+13,586
| New | +$405K | 0.1% | 179 |
|
2017
Q3 | – | Sell |
-21,337
| Closed | -$459K | – | 281 |
|
2017
Q2 | $459K | Buy |
+21,337
| New | +$459K | 0.11% | 179 |
|
2016
Q4 | – | Sell |
-28,946
| Closed | -$454K | – | 289 |
|
2016
Q3 | $454K | Buy |
+28,946
| New | +$454K | 0.12% | 152 |
|