Valeo 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
Q2 | – | Sell |
-88
| Closed | -$14K | – | 895 |
|
|
2021
Q1 | $14K | Sell |
88
-35
| -28% | -$5.57K | ﹤0.01% | 1197 |
|
|
2020
Q4 | $21K | Sell |
123
-350
| -74% | -$59.8K | ﹤0.01% | 992 |
|
|
2020
Q3 | $61K | Buy |
473
+90
| +23% | +$11.6K | 0.01% | 577 |
|
|
2020
Q2 | $42K | Buy |
383
+45
| +13% | +$4.94K | ﹤0.01% | 756 |
|
|
2020
Q1 | $27K | Sell |
338
-107
| -24% | -$8.55K | ﹤0.01% | 768 |
|
|
2019
Q4 | $29K | Hold |
445
| – | – | ﹤0.01% | 813 |
|
|
2019
Q3 | $24K | Hold |
445
| – | – | ﹤0.01% | 790 |
|
|
2019
Q2 | $23K | Hold |
445
| – | – | ﹤0.01% | 802 |
|
|
2019
Q1 | $24K | Hold |
445
| – | – | ﹤0.01% | 721 |
|
|
2018
Q4 | $19K | Hold |
445
| – | – | ﹤0.01% | 711 |
|
|
2018
Q3 | $17K | Buy |
445
+265
| +147% | +$10.1K | ﹤0.01% | 811 |
|
|
2018
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 996 |
|
|
2018
Q1 | $5K | Sell |
180
-103
| -36% | -$2.86K | ﹤0.01% | 1124 |
|
|
2017
Q4 | $7K | Hold |
283
| – | – | ﹤0.01% | 902 |
|
|
2017
Q3 | $7K | Buy |
+283
| New | +$7K | ﹤0.01% | 781 |
|