LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-118
| Closed | -$13K | – | 645 |
|
|
2022
Q1 | $13K | Hold |
118
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $16K | Buy |
118
+25
| +27% | +$3.39K | ﹤0.01% | 555 |
|
|
2021
Q3 | $15K | Buy |
93
+25
| +37% | +$4.03K | ﹤0.01% | 543 |
|
|
2021
Q2 | $12K | Buy |
+68
| New | +$12K | ﹤0.01% | 602 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$10K | – | 447 |
|
|
2020
Q4 | $10K | Hold |
58
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $8K | Hold |
58
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 596 |
|
|
2019
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 617 |
|
|
2019
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 624 |
|
|
2019
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 642 |
|
|
2019
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 583 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 614 |
|
|
2018
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 659 |
|
|
2017
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 691 |
|
|
2017
Q3 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 709 |
|