Encompass Wealth Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $207K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $559K | Hold |
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|
2021
Q1 | $525K | Buy |
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