WCA
Westover Capital Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,902
| Closed | -$307K | – | 193 |
|
|
2023
Q4 | $307K | Buy |
3,902
+40
| +1% | +$3.15K | 0.1% | 138 |
|
|
2023
Q3 | $248K | Sell |
3,862
-263
| -6% | -$16.9K | 0.09% | 156 |
|
|
2023
Q2 | $340K | Sell |
4,125
-926
| -18% | -$76.3K | 0.12% | 128 |
|
|
2023
Q1 | $365K | Sell |
5,051
-70
| -1% | -$5.06K | 0.14% | 113 |
|
|
2022
Q4 | $348K | Sell |
5,121
-170
| -3% | -$11.5K | 0.14% | 108 |
|
|
2022
Q3 | $397K | Sell |
5,291
-240
| -4% | -$18K | 0.15% | 102 |
|
|
2022
Q2 | $504K | Sell |
5,531
-35
| -0.6% | -$3.19K | 0.19% | 96 |
|
|
2022
Q1 | $614K | Sell |
5,566
-395
| -7% | -$43.6K | 0.19% | 97 |
|
|
2021
Q4 | $819K | Sell |
5,961
-8,277
| -58% | -$1.14M | 0.24% | 84 |
|
|
2021
Q3 | $2.27M | Sell |
14,238
-413
| -3% | -$66K | 0.71% | 43 |
|
|
2021
Q2 | $2.69M | Sell |
14,651
-4,065
| -22% | -$746K | 0.86% | 34 |
|
|
2021
Q1 | $2.93M | Sell |
18,716
-4,629
| -20% | -$724K | 1.01% | 30 |
|
|
2020
Q4 | $4.07M | Sell |
23,345
-6,609
| -22% | -$1.15M | 1.47% | 26 |
|
|
2020
Q3 | $3.88M | Sell |
29,954
-6,035
| -17% | -$783K | 1.59% | 23 |
|
|
2020
Q2 | $3.98M | Sell |
35,989
-8,307
| -19% | -$919K | 1.87% | 15 |
|
|
2020
Q1 | $3.39M | Sell |
44,296
-2,948
| -6% | -$225K | 1.83% | 15 |
|
|
2019
Q4 | $3.1M | Sell |
47,244
-2,399
| -5% | -$157K | 1.39% | 22 |
|
|
2019
Q3 | $2.67M | Sell |
49,643
-5,719
| -10% | -$307K | 1.26% | 30 |
|
|
2019
Q2 | $2.84M | Sell |
55,362
-12,581
| -19% | -$645K | 1.4% | 27 |
|
|
2019
Q1 | $3.59M | Sell |
67,943
-3,510
| -5% | -$185K | 1.86% | 17 |
|
|
2018
Q4 | $3.12M | Sell |
71,453
-2,176
| -3% | -$95.1K | 1.95% | 15 |
|
|
2018
Q3 | $3.22M | Buy |
+73,629
| New | +$3.22M | 1.63% | 17 |
|