AllSquare 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 |
-200
| Closed | -$12.2K | – | 558 |
|
|
2023
Q2 | $12.2K | Hold |
200
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $14.5K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $13.6K | Sell |
200
-85
| -30% | -$5.77K | 0.01% | 328 |
|
|
2022
Q3 | $21K | Hold |
285
| – | – | 0.02% | 272 |
|
|
2022
Q2 | $26K | Hold |
285
| – | – | 0.02% | 265 |
|
|
2022
Q1 | $31K | Hold |
285
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $39K | Hold |
285
| – | – | 0.02% | 253 |
|
|
2021
Q3 | $46K | Hold |
285
| – | – | 0.03% | 229 |
|
|
2021
Q2 | $52K | Hold |
285
| – | – | 0.03% | 227 |
|
|
2021
Q1 | $45K | Buy |
+285
| New | +$45K | 0.03% | 236 |
|