Corient Private Wealth’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,796	Closed	-$535K	–	2299
2023 Q4	$535K	Buy	6,796 +527	+8%	+$41.5K	﹤0.01%	1581
2023 Q3	$403K	Buy	6,269 +837	+15%	+$53.8K	﹤0.01%	1600
2023 Q2	$448K	Buy	+5,432	New	+$448K	﹤0.01%	1501