Beacon Pointe Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,959
| Closed | -$359K | – | 923 |
|
|
2021
Q2 | $359K | Buy |
1,959
+413
| +27% | +$75.7K | 0.01% | 599 |
|
|
2021
Q1 | $241K | Hold |
1,546
| – | – | 0.01% | 447 |
|
|
2020
Q4 | $270K | Sell |
1,546
-100
| -6% | -$17.5K | 0.02% | 388 |
|
|
2020
Q3 | $213K | Buy |
+1,646
| New | +$213K | 0.02% | 363 |
|