Jamison Private Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32
| Closed | -$920 | – | 298 |
|
|
2024
Q3 | $920 | Hold |
32
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $1.41K | Hold |
32
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $1.99K | Hold |
32
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $2.52K | Hold |
32
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $2.06K | Buy |
+32
| New | +$2.06K | ﹤0.01% | 363 |
|