Altium Wealth Management’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,790	Closed	-$328K	–	378
2021 Q2	$328K	Sell	1,790 -15	-0.8%	-$2.75K	0.02%	297
2021 Q1	$282K	Hold	1,805	–	–	0.02%	308
2020 Q4	$315K	Buy	1,805 +15	+0.8%	+$2.62K	0.03%	275
2020 Q3	$232K	Buy	+1,790	New	+$232K	0.02%	300