VFA
Values First Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,883
| Closed | -$259K | – | 275 |
|
|
2024
Q2 | $259K | Sell |
5,883
-139
| -2% | -$6.13K | 0.16% | 137 |
|
|
2024
Q1 | $374K | Sell |
6,022
-2,032
| -25% | -$126K | 0.22% | 116 |
|
|
2023
Q4 | $634K | Buy |
8,054
+1,259
| +19% | +$99.1K | 0.38% | 83 |
|
|
2023
Q3 | $437K | Sell |
6,795
-3,113
| -31% | -$200K | 0.28% | 100 |
|
|
2023
Q2 | $817K | Buy |
9,908
+386
| +4% | +$31.8K | 0.49% | 61 |
|
|
2023
Q1 | $688K | Sell |
9,522
-2,830
| -23% | -$205K | 0.44% | 68 |
|
|
2022
Q4 | $838K | Buy |
12,352
+1,757
| +17% | +$119K | 0.58% | 53 |
|
|
2022
Q3 | $794K | Buy |
10,595
+490
| +5% | +$36.7K | 0.57% | 59 |
|
|
2022
Q2 | $921K | Buy |
10,105
+3,237
| +47% | +$295K | 0.65% | 50 |
|
|
2022
Q1 | $758K | Buy |
6,868
+613
| +10% | +$67.7K | 0.48% | 64 |
|
|
2021
Q4 | $859K | Buy |
6,255
+1,103
| +21% | +$151K | 0.51% | 66 |
|
|
2021
Q3 | $823K | Buy |
5,152
+574
| +13% | +$91.7K | 0.53% | 64 |
|
|
2021
Q2 | $840K | Sell |
4,578
-156
| -3% | -$28.6K | 0.57% | 62 |
|
|
2021
Q1 | $740K | Buy |
4,734
+509
| +12% | +$79.6K | 0.55% | 68 |
|
|
2020
Q4 | $737K | Sell |
4,225
-704
| -14% | -$123K | 0.59% | 60 |
|
|
2020
Q3 | $639K | Sell |
4,929
-432
| -8% | -$56K | 0.59% | 60 |
|
|
2020
Q2 | $593K | Sell |
5,361
-2,414
| -31% | -$267K | 0.59% | 57 |
|
|
2020
Q1 | $594K | Buy |
7,775
+1,031
| +15% | +$78.8K | 0.71% | 49 |
|
|
2019
Q4 | $442K | Buy |
+6,744
| New | +$442K | 0.43% | 79 |
|