Bogart Wealth LLC’s FIVE9 FIVN Stock Holding History

Bogart Wealth LLC’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$532	Hold
2025 Q2	$583	Buy
2025 Q1	–	Sell
2024 Q4	$366	Buy