Icon Wealth Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $120K | Sell |
1,859
-1,365
| -42% | -$87.8K | 0.01% | 357 |
|
|
2023
Q2 | $266K | Sell |
3,224
-458
| -12% | -$37.8K | 0.03% | 274 |
|
|
2023
Q1 | $266K | Buy |
+3,682
| New | +$266K | 0.03% | 270 |
|
|
2022
Q2 | $396K | Sell |
4,343
-888
| -17% | -$81K | 0.05% | 207 |
|
|
2022
Q1 | $578K | Buy |
5,231
+495
| +10% | +$54.7K | 0.06% | 194 |
|
|
2021
Q4 | $650K | Buy |
+4,736
| New | +$650K | 0.07% | 190 |
|