Crossmark Global Holdings’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,150
Closed -$432K 1280
2023
Q2
$432K Sell
5,150
-13
-0.3% -$1.09K 0.01% 912
2023
Q1
$373K Buy
5,163
+67
+1% +$4.84K 0.01% 946
2022
Q4
$346K Buy
5,096
+497
+11% +$33.7K 0.01% 960
2022
Q3
$345K Buy
4,599
+82
+2% +$6.15K 0.01% 932
2022
Q2
$412K Sell
4,517
-660
-13% -$60.2K 0.01% 899
2022
Q1
$572K Buy
+5,177
New +$572K 0.01% 845