Moneta Group Investment Advisors’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,228	Closed	-$254K	–	617
2023 Q4	$254K	Hold	3,228	–	–	0.01%	481
2023 Q3	$208K	Sell	3,228 -124	-4%	-$7.97K	﹤0.01%	486
2023 Q2	$276K	Buy	3,352 +52	+2%	+$4.29K	0.01%	439
2023 Q1	$239K	Buy	+3,300	New	+$239K	0.01%	462