Curi Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41
| Closed | -$4K | – | 376 |
|
|
2022
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 468 |
|
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 371 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$7K | – | 241 |
|
|
2020
Q4 | $7K | Buy |
+41
| New | +$7K | 0.01% | 286 |
|