Concentric Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $598K | Hold |
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|
2021
Q1 | $510K | Hold |
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|
2020
Q4 | $569K | Hold |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $251K | Hold |
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|
2018
Q4 | $208K | Hold |
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|
2018
Q3 | $208K | Buy |
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