Bogart Wealth LLC’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$583	Buy	+22	New	+$583	﹤0.01%	1302
2025 Q1	–	Sell	-9	Closed	-$366	–	1445
2024 Q4	$366	Buy	+9	New	+$366	﹤0.01%	1281