AssetMark Inc’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$760 | – | 3050 |
|
|
2025
Q1 | $760 | Sell |
28
-3
| -10% | -$81 | ﹤0.01% | 2341 |
|
|
2024
Q4 | $1.26K | Buy |
+31
| New | +$1.26K | ﹤0.01% | 2199 |
|
|
2021
Q4 | – | Sell |
-593
| Closed | -$95K | – | 1551 |
|
|
2021
Q3 | $95K | Buy |
+593
| New | +$95K | ﹤0.01% | 653 |
|