BerganKDV 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
Q2 | – | Sell |
-7
| Closed | -$507 | – | 952 |
|
|
2023
Q1 | $507 | Hold |
7
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $475 | Buy |
+7
| New | +$475 | ﹤0.01% | 954 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1075 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 957 |
|
|
2021
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 904 |
|
|
2021
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 848 |
|