Global Wealth Management Investment Advisory’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 |
-479
| Closed | -$37.7K | – | 247 |
|
|
2023
Q4 | $37.7K | Buy |
479
+279
| +140% | +$22K | 0.01% | 212 |
|
|
2023
Q3 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $16.5K | Buy |
+200
| New | +$16.5K | ﹤0.01% | 263 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$6K | – | 475 |
|
|
2020
Q3 | $6K | Sell |
50
-25
| -33% | -$3K | ﹤0.01% | 315 |
|
|
2020
Q2 | $8K | Sell |
75
-25
| -25% | -$2.67K | ﹤0.01% | 374 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 394 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 507 |
|