EWA
Encompass Wealth Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,049
| Closed | -$240K | – | 298 |
|
|
2023
Q4 | $240K | Buy |
+3,049
| New | +$240K | 0.07% | 190 |
|
|
2023
Q3 | – | Sell |
-3,049
| Closed | -$251K | – | 291 |
|
|
2023
Q2 | $251K | Hold |
3,049
| – | – | 0.08% | 178 |
|
|
2023
Q1 | $220K | Hold |
3,049
| – | – | 0.08% | 184 |
|
|
2022
Q4 | $207K | Hold |
3,049
| – | – | 0.08% | 190 |
|
|
2022
Q3 | $229K | Hold |
3,049
| – | – | 0.09% | 172 |
|
|
2022
Q2 | $278K | Hold |
3,049
| – | – | 0.1% | 160 |
|
|
2022
Q1 | $337K | Hold |
3,049
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $419K | Hold |
3,049
| – | – | 0.1% | 150 |
|
|
2021
Q3 | $487K | Hold |
3,049
| – | – | 0.13% | 127 |
|
|
2021
Q2 | $559K | Hold |
3,049
| – | – | 0.14% | 128 |
|
|
2021
Q1 | $525K | Buy |
+3,049
| New | +$525K | 0.13% | 128 |
|