AE Wealth Management’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 |
-7,257
| Closed | -$598K | – | 1987 |
|
|
2023
Q2 | $598K | Buy |
+7,257
| New | +$598K | ﹤0.01% | 1290 |
|
|
2021
Q3 | – | Sell |
-4,243
| Closed | -$778K | – | 1636 |
|
|
2021
Q2 | $778K | Buy |
4,243
+74
| +2% | +$13.6K | 0.01% | 932 |
|
|
2021
Q1 | $652K | Sell |
4,169
-190
| -4% | -$29.7K | 0.01% | 910 |
|
|
2020
Q4 | $760K | Buy |
+4,359
| New | +$760K | 0.01% | 803 |
|
|
2020
Q2 | – | Sell |
-5,214
| Closed | -$399K | – | 1269 |
|
|
2020
Q1 | $399K | Buy |
+5,214
| New | +$399K | 0.01% | 756 |
|