Focused Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$133K | – | 751 |
|
|
2020
Q2 | $133K | Hold |
1,200
| – | – | 0.03% | 180 |
|
|
2020
Q1 | $92K | Hold |
1,200
| – | – | 0.03% | 211 |
|
|
2019
Q4 | $79K | Hold |
1,200
| – | – | 0.02% | 272 |
|
|
2019
Q3 | $64K | Buy |
+1,200
| New | +$64K | 0.02% | 282 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 715 |
|