NewSquare Capital’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 |
-1
| Closed | -$79 | – | 472 |
|
|
2023
Q4 | $79 | Sell |
1
-1
| -50% | -$79 | ﹤0.01% | 471 |
|
|
2023
Q3 | $129 | Sell |
2
-1
| -33% | -$65 | ﹤0.01% | 563 |
|
|
2023
Q2 | $247 | Hold |
3
| – | – | ﹤0.01% | 747 |
|
|
2023
Q1 | $217 | Hold |
3
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $204 | Hold |
3
| – | – | ﹤0.01% | 731 |
|
|
2022
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 343 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 334 |
|
|
2021
Q1 | $1K | Sell |
6
-16,688
| -100% | -$2.78M | ﹤0.01% | 314 |
|
|
2020
Q4 | $2.91M | Buy |
+16,694
| New | +$2.91M | 0.41% | 60 |
|