Heritage Wealth Management (Arizona)’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $80.8K | Buy |
1,190
+595
| +100% | +$40.4K | 0.01% | 440 |
|
|
2022
Q3 | $45K | Hold |
595
| – | – | 0.01% | 413 |
|
|
2022
Q2 | $54.2K | Hold |
595
| – | – | 0.02% | 408 |
|
|
2022
Q1 | $66K | Buy |
+595
| New | +$66K | 0.02% | 428 |
|
|
2021
Q3 | $95K | Hold |
595
| – | – | 0.03% | 352 |
|
|
2021
Q2 | $109K | Sell |
595
-125
| -17% | -$22.9K | 0.04% | 326 |
|
|
2021
Q1 | $113K | Buy |
+720
| New | +$113K | 0.06% | 233 |
|