Lee Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$136 | – | 860 |
|
|
2022
Q4 | $136 | Hold |
2
| – | – | ﹤0.01% | 908 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 878 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 896 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 921 |
|
|
2021
Q3 | $0 | Sell |
3
-7
| -70% | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 568 |
|