Glassman Wealth Services’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 |
-194
| Closed | -$15.3K | – | 779 |
|
|
2023
Q4 | $15.3K | Hold |
194
| – | – | ﹤0.01% | 767 |
|
|
2023
Q3 | $12.5K | Hold |
194
| – | – | ﹤0.01% | 787 |
|
|
2023
Q2 | $16K | Sell |
194
-11
| -5% | -$907 | ﹤0.01% | 684 |
|
|
2023
Q1 | $14.8K | Hold |
205
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $13.9K | Buy |
205
+192
| +1,477% | +$13K | ﹤0.01% | 751 |
|
|
2022
Q3 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 1400 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q1 | $2K | Sell |
18
-58
| -76% | -$6.44K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $10K | Sell |
76
-53
| -41% | -$6.97K | ﹤0.01% | 789 |
|
|
2021
Q3 | $21K | Sell |
129
-1
| -0.8% | -$163 | ﹤0.01% | 569 |
|
|
2021
Q2 | $24K | Buy |
130
+16
| +14% | +$2.95K | 0.01% | 522 |
|
|
2021
Q1 | $18K | Buy |
114
+104
| +1,040% | +$16.4K | ﹤0.01% | 553 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1150 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$21K | – | 1144 |
|
|
2019
Q2 | $21K | Hold |
400
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $21K | Buy |
+400
| New | +$21K | 0.01% | 347 |
|