Belpointe Asset Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$3.62K | – | 1517 |
|
|
2023
Q1 | $3.62K | Hold |
50
| – | – | ﹤0.01% | 3130 |
|
|
2022
Q4 | $3.39K | Buy |
+50
| New | +$3.39K | ﹤0.01% | 3070 |
|
|
2021
Q3 | – | Sell |
-1,353
| Closed | -$248K | – | 1196 |
|
|
2021
Q2 | $248K | Sell |
1,353
-70
| -5% | -$12.8K | 0.02% | 744 |
|
|
2021
Q1 | $223K | Buy |
1,423
+621
| +77% | +$97.3K | 0.02% | 706 |
|
|
2020
Q4 | $140K | Buy |
+802
| New | +$140K | 0.01% | 824 |
|