Winton Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,218
| Closed | -$265K | – | 820 |
|
2023
Q2 | $265K | Buy |
+3,218
| New | +$265K | 0.02% | 567 |
|
2021
Q4 | – | Sell |
-3,173
| Closed | -$507K | – | 1138 |
|
2021
Q3 | $507K | Buy |
+3,173
| New | +$507K | 0.03% | 852 |
|
2021
Q1 | – | Sell |
-1,832
| Closed | -$320K | – | 1393 |
|
2020
Q4 | $320K | Buy |
+1,832
| New | +$320K | 0.02% | 1013 |
|
2019
Q1 | – | Sell |
-12,288
| Closed | -$537K | – | 1109 |
|
2018
Q4 | $537K | Sell |
12,288
-2,864
| -19% | -$125K | 0.01% | 467 |
|
2018
Q3 | $662K | Sell |
15,152
-5,113
| -25% | -$223K | 0.01% | 523 |
|
2018
Q2 | $701K | Sell |
20,265
-18,134
| -47% | -$627K | 0.02% | 525 |
|
2018
Q1 | $1.14M | Buy |
+38,399
| New | +$1.14M | 0.03% | 464 |
|