Orion Portfolio Solutions’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,328
| Closed | -$214K | – | 1685 |
|
|
2023
Q3 | $214K | Buy |
3,328
+452
| +16% | +$29.1K | ﹤0.01% | 1527 |
|
|
2023
Q2 | $237K | Sell |
2,876
-143
| -5% | -$11.8K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $218K | Buy |
+3,019
| New | +$218K | ﹤0.01% | 1478 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$1K | – | 2032 |
|
|
2019
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1653 |
|