LBWM
Left Brain Wealth Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,878
| Closed | -$777K | – | 73 |
|
|
2023
Q4 | $777K | Sell |
9,878
-402
| -4% | -$31.6K | 0.45% | 47 |
|
|
2023
Q3 | $661K | Buy |
10,280
+119
| +1% | +$7.65K | 0.41% | 54 |
|
|
2023
Q2 | $838K | Buy |
10,161
+190
| +2% | +$15.7K | 0.51% | 49 |
|
|
2023
Q1 | $647K | Buy |
9,971
+4,766
| +92% | +$309K | 0.44% | 53 |
|
|
2022
Q4 | $353K | Buy |
+5,205
| New | +$353K | 0.26% | 57 |
|