JWS
Juncture Wealth Strategies’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,771
| Closed | -$454K | – | 116 |
|
|
2023
Q4 | $454K | Sell |
5,771
-597
| -9% | -$47K | 0.21% | 79 |
|
|
2023
Q3 | $409K | Buy |
+6,368
| New | +$409K | 0.2% | 91 |
|
|
2022
Q3 | – | Sell |
-4,101
| Closed | -$374K | – | 107 |
|
|
2022
Q2 | $374K | Sell |
4,101
-1,130
| -22% | -$103K | 0.18% | 83 |
|
|
2022
Q1 | $578K | Sell |
5,231
-1,959
| -27% | -$216K | 0.27% | 71 |
|
|
2021
Q4 | $987K | Buy |
7,190
+272
| +4% | +$37.3K | 0.47% | 50 |
|
|
2021
Q3 | $1.11M | Buy |
6,918
+533
| +8% | +$85.1K | 0.58% | 35 |
|
|
2021
Q2 | $1.24M | Sell |
6,385
-263
| -4% | -$51.2K | 0.71% | 31 |
|
|
2021
Q1 | $1.01M | Sell |
6,648
-234
| -3% | -$35.4K | 0.63% | 34 |
|
|
2020
Q4 | $1.2M | Sell |
6,882
-829
| -11% | -$145K | 0.76% | 31 |
|
|
2020
Q3 | $1M | Buy |
7,711
+79
| +1% | +$10.2K | 0.69% | 32 |
|
|
2020
Q2 | $845K | Sell |
7,632
-3,091
| -29% | -$342K | 0.64% | 36 |
|
|
2020
Q1 | $820K | Sell |
10,723
-1,263
| -11% | -$96.6K | 0.76% | 34 |
|
|
2019
Q4 | $786K | Sell |
11,986
-415
| -3% | -$27.2K | 0.61% | 42 |
|
|
2019
Q3 | $666K | Sell |
12,401
-450
| -4% | -$24.2K | 0.59% | 45 |
|
|
2019
Q2 | $659K | Buy |
12,851
+935
| +8% | +$47.9K | 0.53% | 50 |
|
|
2019
Q1 | $630K | Sell |
11,916
-851
| -7% | -$45K | 0.49% | 51 |
|
|
2018
Q4 | $558K | Buy |
+12,767
| New | +$558K | 0.38% | 57 |
|