OWM
OneAscent Wealth Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,667
| Closed | -$249K | – | 184 |
|
|
2022
Q4 | $249K | Buy |
3,667
+406
| +12% | +$27.6K | 0.12% | 135 |
|
|
2022
Q3 | $244K | Buy |
3,261
+37
| +1% | +$2.77K | 0.13% | 117 |
|
|
2022
Q2 | $294K | Buy |
3,224
+465
| +17% | +$42.4K | 0.15% | 118 |
|
|
2022
Q1 | $305K | Buy |
2,759
+327
| +13% | +$36.1K | 0.15% | 141 |
|
|
2021
Q4 | $334K | Buy |
+2,432
| New | +$334K | 0.83% | 49 |
|
|
2021
Q1 | $490K | Buy |
3,134
+484
| +18% | +$75.7K | 0.21% | 119 |
|
|
2020
Q4 | $462K | Buy |
+2,650
| New | +$462K | 0.21% | 112 |
|