Dorsey & Whitney Trust’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 |
-3,160
| Closed | -$249K | – | 634 |
|
|
2023
Q4 | $249K | Sell |
3,160
-582
| -16% | -$45.8K | 0.02% | 506 |
|
|
2023
Q3 | $241K | Buy |
3,742
+533
| +17% | +$34.3K | 0.02% | 487 |
|
|
2023
Q2 | $265K | Sell |
3,209
-155
| -5% | -$12.8K | 0.02% | 468 |
|
|
2023
Q1 | $243K | Sell |
3,364
-851
| -20% | -$61.5K | 0.02% | 478 |
|
|
2022
Q4 | $286K | Buy |
+4,215
| New | +$286K | 0.03% | 421 |
|