Icon Wealth Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,536
| Closed | -$158K | – | 458 |
|
|
2024
Q1 | $158K | Sell |
2,536
-117
| -4% | -$7.27K | 0.01% | 380 |
|
|
2023
Q4 | $209K | Buy |
+2,653
| New | +$209K | 0.02% | 316 |
|
|
2022
Q4 | $209K | Sell |
3,078
-281
| -8% | -$19.1K | 0.02% | 306 |
|
|
2022
Q3 | $252K | Buy |
+3,359
| New | +$252K | 0.03% | 266 |
|